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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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Puzzling Out Meanings Within Recent VA Contract and Rider Filings

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

Reviewing Variable Insurance Fund Filings from January, 2016

We saw an interesting group of new variable fund registrations get registered with the SEC in January, including some that will manage volatility risks. In this report we’ll cover them as well as other interesting...

Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2015. By our count there were 211 such portfolios in operation at quarter end, containing a bit more than $235...

Insurers are Preparing VA Product Changes for May – and Beyond

In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...

Update: Notable VA Product Changes in 2015

This is our final update to our spreadsheet covering notable variable annuity product changes that occurred in 2015…

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This is our final update to our table summarizing new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed in 2015…

Update: Summaries of New VA Contracts Filed with the SEC in 2015

This is our final update to our table summarizing new VA contracts registered with the SEC in 2015…

Tendencies We Noticed – in VA Product Filings and Changes in 2015

In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…