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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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Another Update – Covering a Wide Variety of Filings from April, 2019

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...

Reviewing Variable Insurance Fund Filings from March, 2019

In our view, variable insurance portfolio filing activity was slow during March, thus this commentary will be a brief one compared to past fund reports. During the month we didn’t identify any new registrations, but...

New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 10 riders…

Notes on New VA Lifetime Withdrawal Benefits Filed This Year

In this report we’ll comment on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. While filing activity of such riders has been increasing, it is still well...

New Coverage: Summaries of New VA Contracts Filed With the SEC in 2019

This table commences our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of eight new products…

More Thoughts – on New VA Contracts Coming to Market in 2019

In this report we’ll provide more perspective on the kinds of new variable annuity contracts that are being registered this year with the SEC. A common tendency has been for insurers to “bracket” key elements...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2018. By our count, at the end of the year there were 207 such portfolios in operation, containing $254 billion in assets…

An Update on Managed-Volatility Portfolios With Data Through 4Q18

This report will conclude our tracking of variable insurance managed-volatility portfolios for 2018, referencing data we have gathered from trust annual reports. In addition to trends in fund assets and returns, we will discuss refinements...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....