subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Monthly fund report
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Reviewing Variable Insurance Fund Filings from September, 2007

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...

Reviewing Variable Insurance Fund Filings from August, 2007

For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory...

Reviewing Variable Insurance Fund Filings from July, 2007

Just as was the case last year, this July there weren’t many new variable funds registered – this time there were only three target maturity funds-of-funds (F-of-Fs) – but there were still plenty of adjustments...

Reviewing Variable Insurance Fund Filings from June, 2007

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

Reviewing Variable Insurance Fund Filings from May, 2007

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...

Reviewing Variable Insurance Fund Filings from April, 2007

During April we didn’t identify a great many new variable fund registrations, rather most SEC filings over the month consisted of routine annual prospectus updates, many of which reiterated, or made official, changes or adjustments...

Reviewing Variable Insurance Fund Filings from March, 2007

Maybe we’ve said this all too often, but a pervasive theme in variable funds of late has been that of asset allocation, and in March this held true again, as there were a number of...

Reviewing Variable Insurance Fund Filings from February, 2007

February is a month where there’s often an increase in the number of variable fund filings as companies prepare changes for the May prospectus update season. This year was no exception as we saw numerous...

Reviewing Variable Insurance Fund Filings from January, 2007

Over the first month of the New Year we identified 13 new variable fund registrations, a fairly modest number, while most of the filing activity in insurance product investment options centered around the trimming of...