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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 July-August, 2012

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

Departures, De-Risking Dampened Variable Annuity Sales in 1Q12

As we usually do on each quarter, we compiled variable annuity sales results for 10 stock-traded insurers we watch on a regular basis, because performance of this group has proven to be a good early...

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 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 May, 2011

We thought the month of May was rather active in terms of SEC filings related to variable insurance underlying funds. There was an interesting mix of movement: sub-account platforms were streamlined, new management fee arrangements...

Reviewing Variable Insurance Fund Filings from January-February, 2011

With this report we are getting caught up with variable insurance fund developments from the first two months of this year, and during that time we saw the continuation of an emerging trend: that of...

2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking

It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...

Reviewing Variable Insurance Fund Filings from November, 2010

During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...

Reviewing Variable Insurance Fund Filings from October, 2010

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...