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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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Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2015. In this update we have included certain portfolios that we inadvertently omitted in our past coverage. By our count...

Reviewing Variable Insurance Fund Filings from April and May, 2015

In this report we’ll get caught up with variable insurance fund filings from the prior two months. During that time we noticed a good deal of new registrations and multiple examples of insurers taking action...

AXA Files New GMDB, Other Enhancements on Next-Generation IOVA

We’ve been expecting that insurers will start doing things to make investment-oriented variable annuities (IOVAs) more compelling, and we got some evidence of that recently from AXA, which filed an updated contract that includes a...

Interesting Options – Found In This Month’s Variable Annuity Product Filings

In our view, this May variable annuity prospectus update season hasn’t been all that eventful – although we must admit we are still sifting through all the filings. In this commentary we’ll discuss a few...

How Do We Think Q1 Variable Annuity Sales Moved? Not By Much, Either Way

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…

VA Product Launches, Changes Occurring this Month – and Onward

In this report we’ll run through an assortment of variable annuity product developments that are either taking place now, during the May prospectus update season, or will take effect later in the year. In our...

Reviewing Variable Insurance Fund Filings from March, 2015

As is usual for this time of the year, in March the flow of SEC filings related to variable insurance funds slowed, and we saw no new registrations. Most activity by insurers and asset managers...

Random Reflections from the LIMRA/LOMA/SOA Retirement Conference

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

Various Reflections – from Last Week’s Retirement Industry Conference

We have found that the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference always manages to stimulate healthy conversation and debate and this year’s edition, held last week in Las Vegas, was no different. In this...