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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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Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

Reviewing Variable Insurance Fund Filings from January, 2019

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw...

Reviewing Variable Insurance Fund Filings from December, 2018

This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers….

Reviewing Variable Insurance Fund Filings from November, 2018

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…

Reviewing Variable Insurance Fund Filings from October, 2018

In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others...

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

Reviewing Variable Insurance Fund Filings from September, 2018

In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year…

Digging into Some Noteworthy Variable Annuity Product Filings

In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them…

Reviewing Variable Insurance Fund Filings from August, 2018

August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…