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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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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…

New Coverage: Summaries of New VA Contracts Filed with the SEC in 2018

This table commences our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of six new products…

Thinking about 1Q18 in the VA Business and Recent Product Developments

Variable annuity industry sales were better than expected in the first quarter of this year and we suspect that if conditions continue to improve over the rest of 2018, insurers will feel more comfortable to...

Change is in the Air: from Ohio National, American General, Lincoln

In this report we’ll cover noteworthy variable annuity filings of recent weeks: another benefit exchange offer from Ohio National that looks much like one we wrote about last year, some guaranteed lifetime withdrawal benefit changes...