Research & Reports
An Update on VA Contract Registrations from Last Year – Into This
In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…
Reviewing Variable Insurance Fund Filings from December, 2016
With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios…
Early 2017 Thoughts – So Far, a Slow Start for the VA Product Pipeline
Now that we are well into the second week of the New Year, we must say we haven’t seen any particularly notable variable annuity product concepts get introduced yet, and we think the lack of...
A Roundup of Variable Annuity Industry Filings from Late 2016
In this report we’ll run through variable annuity product filings from the end of 2016 we found noteworthy, as most contained new contracts, features or changes that should launch fairly soon – if they haven’t...
Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time
As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...
Update: Variable Insurance Volatility-Managed Portfolios
This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $257 billion in assets…
Reviewing Variable Insurance Fund Filings from November, 2016
This report contains our regular coverage of notable variable insurance fund filings from the prior month. During November we saw a number of new registrations and other interesting things, including multiple proposed fund mergers and...
Reviewing Recent Pre-Effective Amendments to VA Contact Registrations
This report will provide a quick update on amendments to new variable annuity contracts registered earlier in the year – most of them designed for fee-based advisors – which should launch fairly soon…
Taking a Moment to Think About VA Benefit Values, Net Amount at Risk
In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...