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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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Some Notes on VA Contracts and Riders – That Are Coming and Going

We are still working our way through the May variable annuity prospectus updates, and recently we have found an interesting mixture of activity on the part of issuers, ranging from the scaling back or closing...

A Variety of Tweaks to Contracts, Riders are Coming Through in May Updates

Over the past few weeks we have been occupied with sifting through annual variable annuity prospectus updates, and within some filings we saw adjustments to in-force contracts and benefits that we think provide evidence that...

Reviewing Variable Insurance Fund Filings from March, 2013

This March we didn’t see a great deal of variable insurance fund filings with the SEC. Most of the activity revolved around manager changes and the trimming down of fund platforms through mergers and liquidations…

Spring Arrivals – of New Variable Annuity Product Concepts and Revisions

Each year we look forward to the May prospectus update season – despite the onslaught of filings – because interesting storylines always seem to emerge during that time. In this commentary we’ll discuss a few...

Reviewing Variable Insurance Fund Filings from January and February, 2013

At The Soleares Report it’s our intention to always keep up with what’s happening in variable insurance underlying funds, and in this commentary we’ll cover noteworthy filings from the first two months of this year…

Jackson National Jumps to Top of VA Industry Sales Standings for 4Q12

From some of our sources we heard that Morningstar was to report final fourth-quarter 2012 variable annuity sales data today, and, if early indications prove correct, we think Jackson National took the No. 1 spot...

Thanks to De-Risking, Sales Were Down for Leading VA Insurers in Q4

By the end of last week we finished reviewing the fourth-quarter earnings reports of selected publicly-traded insurers we watch regularly, and we came away with the suspicion that variable annuity industry sales were probably down...

Insurers Are Creating More Optionality Within Their VA Contracts, Riders

Due to the constant stream of product changes occurring around the industry, variable annuity insurers are finding they must make adjustments much quicker than ever before, in order to respond to market conditions and moves...

Reviewing Variable Insurance Fund Filings from November-December, 2012

It’s been our habit to provide a regular review of noteworthy variable insurance fund filings each month, however during the holiday season there were other product happenings that got us a little behind in that...