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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 Steady Stream of VA Product Filings – Calls for Another Update

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

Reviewing Variable Insurance Fund Filings from June, 2020

In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Reviewing Variable Insurance Fund Filings from April, 2020

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…

Regarding Equitable – its VA Business and Near-Term Prospects

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....

Another Roundup – of VA Product Moves From Recent Filings

Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...

Reviewing Variable Insurance Fund Filings from March, 2020

In March there’s usually less variable insurance fund filing activity compared to the prior month, which was again the case this year. However, we did see several new registrations, and there was no shortage of...

Some Thoughts Regarding the Proposed Jackson National IPO

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter...

Reviewing Variable Insurance Fund Filings from February, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...