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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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Some Noteworthy VA Product Changes from Recent Filings

While activity along the variable annuity product pipeline has been slower than usual of late, we did manage to find a few interesting developments in recent SEC filings which we’ll cover in this report…

Current Directions in Variable Annuity Contract Sales and Designs

In this report we’ll discuss which kinds of variable annuities are selling best so far this year, and we’ll cover a few new registrations that were filed recently which we think reflect the kinds of...

Update: Variable Insurance Volatility-Managed Portfolios

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset and total return data through the first half of 2017. By our count, at the end of the second quarter...

An Update on Variable Managed-Volatility Portfolios Through 2Q17

This report continues our regular coverage of trends in variable insurance managed-volatility portfolios, referencing data compiled through the first half of this year…

Reviewing Variable Insurance Fund Filings from August, 2017

This report contains our customary coverage of noteworthy variable insurance fund filings from the prior month. In August we saw a few new registrations, and quite a few adjustments to fees and expenses…

Another Update on Variable Annuity Contract and Benefit Filings

This will be yet another one of our reports covering recent variable annuity product filings we found interesting. Most of them involved alterations to existing contracts and riders; there were also updates to annuities in...

New Variable Annuity Contracts and Benefits Filed Recently with the SEC

In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...

Notes on Recent Variable Annuity Benefit Rate Sheet Updates

In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates,...

Some VA Insurers Experienced Slight Sequential Sales Growth in 2Q17

As we suspected, some stock-traded insurance companies we cover regularly garnered increases in variable annuity sales sequentially, which we attribute partly to seasonality – since the second quarter is usually a strong one for the...