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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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Jackson National Files New Variable Annuity for Fee-Based Advisors

This week we’ll discuss a new variable annuity filed by Jackson National designed to be sold through fee-based advisors, which may be an indication that new Department of Labor fiduciary rules – set to come...

An Update on Variable Insurance Managed-Volatility Portfolios

In this brief commentary we’ll touch on trends in managed-volatility portfolios, drawing on year-end 2015 data we gathered from SEC filings, which show how assets under management in this subset of the variable fund universe...

Reviewing Variable Insurance Fund Filings from February, 2016

Each year February is a month when a large number of new variable insurance funds get filed with the SEC in preparation for their eventual addition to contracts during the May prospectus update season. This...

Casual Thoughts on the Variable Annuity Business as Q1 Winds Down

This will be a very brief commentary containing random thoughts on the variable annuity scene, as it looks to us at this point in the year. The brevity of this report is mostly due to...

Puzzling Out Meanings Within Recent VA Contract and Rider Filings

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

Reviewing Variable Insurance Fund Filings from January, 2016

We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting...

Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Insurers are Preparing VA Product Changes for May – and Beyond

In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...

Tendencies We Noticed – in VA Product Filings and Changes in 2015

In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…