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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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A Summer Reflection – On Current Conditions in the VA Business

As second quarter earnings season has gotten underway, in this commentary we’ll provide a few thoughts about how we think the variable annuity industry has been performing. We will make sure to follow up with...

On New VA and Structured Annuity Contracts Filed Recently With the SEC

Just when we thought product development pipeline activity had gotten as slow as it could possibly get, we noticed interesting filings last week of new variable and structured annuities, which should launch sometime this year…

Reviewing Variable Insurance Fund Filings from June, 2017

This will be a longer-than-usual fund report because during June we saw a surge in filing activity, including quite a few new portfolio registrations. There was also no shortage of changes of various types…

More VA Benefit Buyback Programs on Tap, From Zurich, Voya

The focus of this report will be on variable annuity guaranteed benefit buyouts from Voya Financial and Zurich American Life that have either already launched or will be coming out soon – and both resemble...

Summer Thoughts – On Competitive Conditions in the VA Business

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...

Thoughts on VA and Structured Annuity Filings – And Related Topics

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...

Update: Variable Insurance Volatility-Managed Portfolios

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, commencing coverage for 2017. By our count, at the end of the first quarter there were 214 such portfolios in operation, containing...

Reviewing Variable Insurance Fund Filings from May, 2017

This report will cover two subjects: our customary review of noteworthy variable fund filings from last month, and trends in variable insurance managed-volatility portfolios, drawing on first-quarter data we compiled from SEC filings..

An Update on Trends in VA Living Benefit Values, Net Amount at Risk

Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...