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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 February, 2015

This February we saw a fairly large number of new variable insurance funds get registered with the SEC, which is typical for the time of year, as insurers prepare to update their products in May....

An Update on Recent Variable Annuity Product and Rider Filings

In this report we’ll get caught up with variable annuity contracts and benefits that were filed over the past month; the batch included a mix of benefit revisions and wholly new ones, many of which...

Reviewing Variable Insurance Fund Filings from January, 2015

In January we saw a substantial number of new variable fund registrations filed with the SEC, and it looks like most of them will debut during the May prospectus update season. In this report we...

Several Insurers Filed New VA Contracts That Will Debut Later This Year

Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...

Reviewing Variable Insurance Fund Filings from December, 2014

This past December we saw no new registrations of variable insurance funds, but that isn’t out of the ordinary because filing activity usually slows down late in the year. In any event, plenty of other...

The VA Industry’s Product De-Risking Theme Is Continuing Into 2015

In this commentary we will get caught up with recent variable annuity filings – a good number of them involving de-risking – that we think provide great examples of how industry trends and themes that...

VA Sales in 2014 Were Slow Again, Reflecting a Retooling Environment

Each year we devote the last commentary of December to taking a quick look back at the past year in the variable annuity business, and we’ll do so again this time, and also make some...

Reviewing Variable Insurance Fund Filings from November, 2014

This report will cover noteworthy variable insurance fund filings from November – which was a fairly active month – and also briefly discuss trends in variable managed-volatility funds…