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
Reports
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, 2012

This October we thought that the rate of variable fund filing activity with the SEC was about what we usually see this time of year. There were relatively few new portfolio registrations. A continuing trend...

Reviewing Variable Insurance Fund Filings from September, 2012

This report is our customary roundup of noteworthy variable insurance fund filings from the prior month. In September we did not notice many new registrations, rather most of the filing activity involved changes to existing...

Reviewing Variable Insurance Fund Filings from July-August, 2012

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

Reviewing Variable Insurance Fund Filings from June, 2012

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

Reviewing Variable Insurance Fund Filings from April-May, 2012

Recently there’s been quite a bit of interesting product tweaking and modification activity occurring around the variable annuity space, enough for us to get a little behind on our monthly coverage of what’s happening in...

Reviewing Variable Insurance Fund Filings from March, 2012

The month of March was not so very eventful in terms of filings related to variable product funds. We saw no new registrations come through, and we attribute this to the fact that most insurers...

Reviewing Variable Insurance Fund Filings from January and February, 2012

We’ve arrived at the point in the year when the rate of SEC filings related to variable insurance funds increases as insurers touch up their investment platforms for the prospectus update season. In this report,...

Reviewing Variable Insurance Fund Filings from December, 2011

With the publication of this report we’ll conclude our regular monthly coverage of variable insurance fund filings from 2011. We thought December was quite an active month: there was a nice batch of new registrations,...

Reviewing Variable Insurance Fund Filings from November, 2011

In this report we’ll provide our usual highlights of recent variable fund filings, and comment on the announcement today from Sun Life Financial that it will discontinue sales of variable annuities in the U.S. To...