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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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Wrapping Up Coverage of Defined Outcome Portfolios for 2023

Over the last quarter of 2023, the number of variable defined outcome portfolios in the industry declined considerably, as many ceased operations. In this report we will conclude our reporting on these portfolios for that...

Reviewing Variable Insurance Fund Filings from February, 2024

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

Reviewing Variable Insurance Fund Filings from January, 2024

The month of January contained some interesting developments on the variable fund front, including a few new registrations, the planned merger of some VIT funds into those offered by an insurer, and several large-scale rebrandings…

Reviewing Variable Insurance Fund Filings from October, 2023

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Reviewing Variable Insurance Fund Filings from September, 2023

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

Reviewing Variable Insurance Fund Filings from August, 2023

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...

Notes on 2Q23 Results of Selected Stock-Traded Annuity Insurers

In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...

Reviewing Variable Insurance Fund Filings from July, 2023

Similar to the prior month, in July we saw no new variable portfolio registrations, but that is typical of the summertime, when filing activity is slower. In this report we will cover developments we found...

An Update on Notable Filings from the VA Product Pipeline

Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...