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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 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...

Reviewing Variable Insurance Fund Filings from October, 2011

The month of October was an active one in terms of variable insurance fund filings with the SEC, and we strongly suspect that a number of the changes were connected with product initiatives insurers have...

Reviewing Variable Insurance Fund Filings from September, 2011

Last month we saw a nice batch of new variable insurance funds registered with the SEC, quite a few of them containing risk-levered components that we think were designed to be used in connection with...

Reviewing Variable Insurance Fund Filings from August, 2011

As is our habit, we sifted through SEC filings related to variable insurance funds, and in August found numerous changes and adjustments to investment platforms, in particular there were plenty of mergers and liquidations, either...

Reviewing Variable Insurance Fund Filings from July, 2011

We were somewhat surprised to uncover a fairly large batch of new variable insurance portfolios registered during July – because it’s not something we normally see during the summer. In this commentary we’ll touch on...