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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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Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

Reviewing Variable Insurance Fund Filings from September, 2015

Last month we saw no registrations of new variable insurance funds, which is not out of the ordinary for the time of year. During the month there were plenty of changes and tweaks – among...

Regarding the Return of a Long-Term Care Rider – and a VA Product Update

In this report we’ll discuss Lincoln National’s re-filing last week of a variable annuity long-term care benefit – a revised version of one originally submitted to the SEC about six years ago. We’ll also touch...

Notes on Interesting New Structured Annuities Filed Lately with the SEC

In this commentary we’ll cover a topic we haven’t visited for a while: structured annuities, as a few new ones were filed with the SEC recently, some of them updates to existing contracts. We’ll also...

Reviewing Variable Insurance Fund Filings from August, 2015

This report contains our customary review of variable insurance fund filings from the prior month. August was marked by interesting changes and adjustments to investment platforms.  During the month we noticed no new fund registrations…

Notes on New VA and GLWB from Ameritas – and Recent Filings

. In this report we will catch up with recent variable annuity product filings submitted to the SEC, among them a contract from Ameritas registered last week that contains a new guaranteed lifetime withdrawal benefit…

Reviewing Variable Insurance Fund Filings from July, 2015

This July was pretty lively in terms of variable fund filing activity, as we’re used to things slowing down in the summer. In this report we’ll cover some interesting new fund registrations, plus the usual...

Reviewing an Interesting New Forethought VA ̶ and Other Recent Filings

At this point in the summer, variable annuity product pipeline activity has slowed considerably – as is typical for the time of year – however we did see a recent contract registration from Forethought Life...

Reviewing Variable Insurance Fund Filings from June, 2015

This commentary is our customary look back at noteworthy variable insurance fund filings from the previous month. In June there were a few new registrations and yet many more instances – like we’ve seen of...