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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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Reviewing Variable Insurance Fund Filings from September, 2016

This report will contain our usual coverage of variable insurance fund filings from the prior month. During September we saw no new registrations, rather most of the activity involved various changes to existing funds…

A Buyout Offer from Voya – and Other Activity From the VA Pipeline

Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...

More on Fee-Based VA Contracts – And Other Recent Developments

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…

Update:Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

Update: Summaries of New VA Contracts Filed with the SEC in 2016

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have included some interesting products geared to fee-based advisors that have been registered of late…

A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits

This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...

Another Interesting VA Benefit Offer – is on the Way from AXA

In this report we’ll discuss the filing by AXA Equitable of a new option that’s being extended to owners of vintage variable annuity guaranteed benefits. Unlike past offers from the company, which enticed clients to...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $250 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 2Q16

This commentary will cover trends in variable managed-volatility portfolios through the first half of 2016, citing data we compiled from trust semi-annual reports filed with the SEC…