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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 July, 2010

This report contains our usual highlights of variable insurance portfolio filings from the prior month, but we’ll also spend a little time considering investment platform trends around the industry, which have a strong connection to...

Reviewing Variable Insurance Fund Filings from June, 2010

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

VA Contract Update – Designs Moving in Specialized Directions

Judging by new variable annuities we’ve seen registered with the SEC this year, we get the impression that a good number of them were built to meet very specific needs and issues of distributors. It...

Reviewing Variable Insurance Fund Filings from May, 2010

Compared to recent months there was a heightened amount of variable fund filing during May. We didn’t find this surprising, because we figure that as long as guaranteed living benefits are the lead story for...

GLWB Update – Newest Riders Contain Risk-Related Components

There’s little doubt variable annuity insurers are carefully monitoring their benefit risk levels, leading them to come out with new Guaranteed Lifetime Withdrawal Benefits (GLWBs) with elements that will make adjustments to ward off the...

Reviewing Variable Insurance Fund Filings from April, 2010

During the month of April most variable insurance fund filings with the SEC were routine prospectus updates, and we didn’t identify a great many substantive changes and adjustments, but in this report we’ll share with...

Reviewing Variable Insurance Fund Filings from March, 2010

Over the recent past we’ve described the variable annuity business as being in a period where fewer new product ideas are being launched than we’re used to for this time of year. Thus we weren’t...

The Adjustment Game – There’s No Set Formula to Tweaking VA Products

We are accustomed to seeing numerous variable annuity ideas get introduced in early spring, however lately things have become slower than usual. We attribute this to insurers being a bit tentative about taking any serious...

Reviewing Variable Insurance Fund Filings from January-February 2010

With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...