Research & Reports
An Update on VA Contract Registrations from Last Year – Into This
In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…
A Roundup of Variable Annuity Industry Filings from Late 2016
In this report we’ll run through variable annuity product filings from the end of 2016 we found noteworthy, as most contained new contracts, features or changes that should launch fairly soon – if they haven’t...
Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time
As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...
Variable Annuity Sales in Q3 Were Down Again, In All Likelihood
In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...
New VA Ideas from Lincoln National – and Other Notable Filings
In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...
A Buyout Offer from Voya – and Other Activity From the VA Pipeline
Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...
More on Fee-Based VA Contracts – And Other Recent Developments
In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…
A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits
This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...
Some Fall Reflections – on Trends in the Variable Annuity Space
In this commentary we’ll discuss current conditions in the variable annuity business, such as which products are selling the best, and touch on details from recent product filings…
