Research & Reports

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...

In this report we’ll comment on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. While filing activity of such riders has been increasing, it is still well...

In this report we’ll provide more perspective on the kinds of new variable annuity contracts that are being registered this year with the SEC. A common tendency has been for insurers to “bracket” key elements...

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...