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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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Looking Ahead – to Insurers’ Second Quarter VA Business Results

Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced...

A Few Comments on Recent Variable Annuity Product Changes

Over the past few weeks filing activity along the variable annuity product pipeline has been a bit slow, typical for the summer, however there were a pair of noteworthy adjustments made by insurers which we’ll...

Reviewing Variable Insurance Fund Filings from June, 2018

Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…

More Structured Annuity Developments – and Other Product News

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...

Update: Variable Insurance Volatility-Managed Portfolios

This is our initial spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the first quarter. By our count, at the end of Q1 there were 208 such portfolios in operation, containing $277...

An Update on Variable Managed-Volatility Portfolios Through 1Q18

In this report we’ll update our tracking of variable insurance managed-volatility portfolios, referencing asset and other data for the first quarter of this year. We will also point out a few ways we have added...

New Structured Annuities in the Pipeline – Plus Notes from Other Filings

In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...

Reviewing Variable Insurance Fund Filings from May, 2018

On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2018

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…