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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 September, 2021

Last month we saw further evidence that Environmental, Social, and Corporate Governance (ESG) portfolios are migrating into the variable fund space, as a new one was filed with the SEC, and several existing portfolios modified...

Notes on Recently-Launched Annuities – and Others on the Way

Even though registered index-linked annuities (RILAs) have been stealing the spotlight of late – not to mention market share – that doesn’t mean that insurers haven’t been working on more traditional annuity concepts. In this...

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2021. It covers 15 contracts, not including instances where a product was refiled…

On a New York RILA from Allianz Life – and a MetLife Buyout

In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…

A Few Thoughts on VA Spinoffs – and Notable Product News

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...

Reviewing Variable Insurance Fund Filings from August, 2021

We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

Summaries of New VA Contracts Registered With the SEC in 2021

This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…