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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 June, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

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 endeavored to capture noteworthy changes to the initial registrations…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

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

Another New Contract From Jackson – and Other Recent VA Filings

In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...

Voya Files an Annuitization Offer Again – Plus Notes from Other VA Filings

This will be a rather brief commentary because variable annuity filing activity remains slow around the industry, which is not unusual for this time of year. We will touch on probably the most notable development...

New VA Contracts and Lifetime Withdrawal Benefits on the Way

Over the past couple of weeks we have seen a few interesting new variable annuity contracts and riders come through the pipeline – some of which will be launching soon – and in this report...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing more than $245 billion in...

Reviewing Variable Insurance Fund Filings from April-May, 2016

In this report we’ll get caught up with noteworthy variable fund filings from the months of April and May. We didn’t see too many new fund registrations during the two months; most filings involved adjustments...

New Coverage: Notable VA Product Changes in 2016

This spreadsheet is our initial coverage of notable variable annuity product changes so far this year; we will provide periodic updates to this sheet in the future…