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Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.
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Reviewing Variable Insurance Fund Filings from July, 2015

This July was pretty lively in terms of variable fund filing activity, as we’re used to things slowing down in the summer. In this report we’ll cover some interesting new fund registrations, plus the usual...

Reviewing Variable Insurance Fund Filings from June, 2015

This commentary is our customary look back at noteworthy variable insurance fund filings from the previous month. In June there were a few new registrations and yet many more instances – like we’ve seen of...

Clarifying, Correcting Some of Our Recent VA Product Coverage

Variable annuity product filing activity has slowed down of late, which is typical of this time of year, therefore this commentary will be brief – and will tie up some loose ends in our recent...

Reviewing Variable Insurance Fund Filings from April and May, 2015

In this report we’ll get caught up with variable insurance fund filings from the prior two months. During that time we noticed a good deal of new registrations and multiple examples of insurers taking action...

Reviewing Variable Insurance Fund Filings from March, 2015

As is usual for this time of the year, in March the flow of SEC filings related to variable insurance funds slowed, and we saw no new registrations. Most activity by insurers and asset managers...

About Optionality – in the Newest GLWBs and Income-Taking Methods

It’s our view that variable annuity insurers right now are experimenting with contract and rider designs that are geared to provide greater flexibility than ever before, both from the company’s perspective and that of its...

A Brief Update on Variable Product Managed-Volatility Portfolios

In this report we’ll get caught up with trends in variable managed-volatility portfolios, which over the past few years have been gathering assets at a fairly rapid pace. We’ll also share a few corrections and...

Reviewing Variable Insurance Fund Filings from February, 2015

This February we saw a fairly large number of new variable insurance funds get registered with the SEC, which is typical for the time of year, as insurers prepare to update their products in May....

Reviewing Variable Insurance Fund Filings from January, 2015

In January we saw a substantial number of new variable fund registrations filed with the SEC, and it looks like most of them will debut during the May prospectus update season. In this report we...