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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 March, 2017

This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms…

An Update Regarding Variable Managed-Volatility Portfolios in 2016

In this report we’ll conclude our coverage of variable managed-volatility portfolios in 2016, citing data compiled from trust annual reports filed with the SEC..

Reviewing Variable Insurance Fund Filings from February, 2017

This report contains our customary coverage of noteworthy variable fund filings from the prior month. During February we noticed a number of new registrations, including some that will pursue alternative investment and managed-volatility strategies, which...

More Notes on Lincoln National’s New GLWB – and Other Matters

Due to this being a somewhat slow period in the variable annuity product pipeline, in this report we’ll delve a little further into a new guaranteed lifetime withdrawal benefit from Lincoln National scheduled to launch...

Variable Annuity Sales Were Again Depressed in Q4 and Full Year 2016

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...

Putting Hartford’s Planned VA Fund Replacements in Perspective

In this commentary we’ll discuss Hartford’s plan to replace a large number of funds in its variable annuity contracts, and the controversy it has generated. We’ll also endeavor to put the proposed move in context...

Reviewing Variable Insurance Fund Filings from January, 2017

In this report we'll get started with our coverage of notable variable insurance fund filings for each month of 2017. During January we identified just one new registration, yet there were a good number of...

Some Comments on Recent VA Filings – Including New Contracts

Over the past couple of weeks we have seen a few interesting developments along the variable annuity product pipeline which we'll cover in this commentary, among them a new guaranteed lifetime withdrawal benefit (GLWB) and...

Concluding Notes on VA Lifetime Withdrawal Benefits Filed in 2016

In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will...