Research & Reports
Variable Annuity Sales Were Again Depressed in Q4 and Full Year 2016
After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...
Putting Hartford’s Planned VA Fund Replacements in Perspective
In this commentary we’ll discuss Hartford’s plan to replace a large number of funds in its variable annuity contracts, and the controversy it has generated. We’ll also endeavor to put the proposed move in context...
Reviewing Variable Insurance Fund Filings from January, 2017
In this report we'll get started with our coverage of notable variable insurance fund filings for each month of 2017. During January we identified just one new registration, yet there were a good number of...
Some Comments on Recent VA Filings – Including New Contracts
Over the past couple of weeks we have seen a few interesting developments along the variable annuity product pipeline which we'll cover in this commentary, among them a new guaranteed lifetime withdrawal benefit (GLWB) and...
Concluding Notes on VA Lifetime Withdrawal Benefits Filed in 2016
In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will...
An Update on VA Contract Registrations from Last Year – Into This
In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…
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...
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,...
