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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 January, 2009

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Reviewing Variable Insurance Fund Filings from December, 2008

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Reviewing Variable Insurance Fund Filings from November, 2008

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

Reviewing Variable Insurance Fund Filings from October, 2008

In this report we’ll offer our usual coverage of noteworthy variable insurance fund filings from the month before – in this case, October – and make some observations on recent developments in investment options around...

Reviewing Variable Insurance Fund Filings from September, 2008

In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...

Reviewing Variable Insurance Fund Filings from August, 2008

This week we return to our monthly task of commenting on SEC filings related to variable insurance portfolios, and during August we noticed interesting new registrations and amendments that we believe have a direct connection...

Reviewing Variable Insurance Fund Filings from July, 2008

It’s once again time for us to check in on variable insurance fund filings, a task we perform each month, and July was pretty active, as we identified 10 new registrations, with some unique offerings...

Reviewing Variable Insurance Fund Filings from June, 2008

With this commentary we’re catching up again with our monthly reporting on variable insurance filings, in June we noticed more initial registrations than we were expecting, however we believe this activity reflects the fact that...

Reviewing Variable Insurance Fund Filings from April and May, 2008

Normally we publish a report each month on variable insurance fund highlights but over the recent past, so much has been happening with variable annuity living benefits and contracts that we ended up foregoing that...