Research & Reports
Early 2017 Thoughts – So Far, a Slow Start for the VA Product Pipeline
Now that we are well into the second week of the New Year, we must say we haven’t seen any particularly notable variable annuity product concepts get introduced yet, and we think the lack of...
A Roundup of Variable Annuity Industry Filings from Late 2016
In this report we’ll run through variable annuity product filings from the end of 2016 we found noteworthy, as most contained new contracts, features or changes that should launch fairly soon – if they haven’t...
Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time
As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...
Reviewing Recent Pre-Effective Amendments to VA Contact Registrations
This report will provide a quick update on amendments to new variable annuity contracts registered earlier in the year – most of them designed for fee-based advisors – which should launch fairly soon…
Taking a Moment to Think About VA Benefit Values, Net Amount at Risk
In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...
Variable Annuity Sales in Q3 Were Down Again, In All Likelihood
In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...
New VA Ideas from Lincoln National – and Other Notable Filings
In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...
A Buyout Offer from Voya – and Other Activity From the VA Pipeline
Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...
More on Fee-Based VA Contracts – And Other Recent Developments
In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…
