Research & Reports
An Update on VA Product Filings from Late 2019 to the Present
In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...
Our Customary Quick Take on How the VA Industry Performed In 2019
Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...
Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates
In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…
A Discussion of Recent Developments in Structured Annuities
Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...
Earnings Review: VA Insurers Sales Results Were Strong in 3Q19
As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...
An Update on Variable Annuity Product Filings from Recent Months
In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...
An Update on New VA Lifetime Withdrawal Benefits Filed in 2019
In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...
Another Update – on New Variable and Structured Annuity Filings
Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...
On Recent Rate Sheet Updates and Other Variable Annuity Product News
Since interest rates have been dropping of late, variable annuity carriers have started adjusting their guaranteed living benefit (GLB) rider elements via rate sheet, and in this report, we’ll cover some of those moves and...