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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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Update: Summaries of New VA Contracts Filed with the SEC in 2017

This table updates our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of 21 registrations…

Another Update – On New VA Contracts and Product Changes

This will be a brief report in which we’ll get caught up with the latest in new variable annuity contract filings, and cover a few noteworthy product changes…

Reviewing Variable Insurance Fund Filings from September, 2017

Last month we saw a good number of interesting variable insurance fund filings, including new registrations, shareholder votes on various issues, and sub-advisory replacements, which we’ll cover in this report…

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...