subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Monthly fund report
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Reviewing Variable Insurance Fund Filings from October, 2014

As usual there weren’t a large number of variable insurance fund filings during this October, as most new registrations are submitted to the SEC earlier in the year. Still, there were a few interesting developments...

Reviewing Variable Insurance Fund Filings from September, 2014

This report contains our regular coverage of variable insurance fund filings from the prior month. During September there were not so many new registrations, but we did see a large amount of sub-advisory changes and...

Reviewing Variable Insurance Fund Filings from August, 2014

In this report we’ll cover noteworthy variable insurance fund developments from August, a month that we thought was rather busy, considering the season…

Reviewing Variable Insurance Fund Filings from July, 2014

In July we saw an increase in variable insurance fund filing activity and some interesting new registrations, which we’ll cover in this commentary. We’ll also attempt to put some filing trends in perspective, particularly those...

Reviewing Variable Insurance Fund Filings from June, 2014

This commentary contains our regular coverage of notable variable insurance fund filings from the prior month. In June we saw fairly brisk rate of activity, including a number of new registrations…

Reviewing Variable Insurance Fund Filings from May, 2014

This report contains our coverage of notable variable insurance fund filings from the month of May, and to summarize that time period, most activity involved changes to existing offerings. We didn’t see any new registrations...

Reviewing Variable Insurance Fund Filings from April, 2014

In this commentary we’ll cover notable variable insurance fund filings from the month of April, which was a somewhat slow period in our opinion…

Reviewing Variable Insurance Fund Filings from March, 2014

This report is our regular compilation of noteworthy variable insurance fund filings from the prior month. In our view there wasn’t a large volume of filings in March, which makes us think that insurers submitted...

Reviewing Variable Insurance Fund Filings from February, 2014

February is typically a month when a large number of new variable fund registrations come through, in preparation for additions to contracts during the May prospectus update season, and such was again the case this...