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
Variable funds
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 June, 2017

This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types…

Summer Thoughts – On Competitive Conditions in the VA Business

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...

Reviewing Variable Insurance Fund Filings from May, 2017

This report will cover two subjects: our customary review of noteworthy variable fund filings from last month, and trends in variable insurance managed-volatility portfolios, drawing on first-quarter data we compiled from SEC filings..

An Assortment of VA Product Filings – and Other Items – from April and May

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...

Reviewing Variable Insurance Fund Filings from April, 2017

This report contains our regular coverage of noteworthy variable fund filings from the prior month. We saw no new fund registrations come through in April, as was the case in March – and we attribute...

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...