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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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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,...

Reviewing Variable Insurance Fund Filings from October, 2016

In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations…

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

New VA Ideas from Lincoln National – and Other Notable Filings

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...