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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 December, 2007

We conducted our regular monitoring of variable fund-related filings to wrap up the last month of 2007 and found evidence of investment trends we’ve been seeing in the industry. New funds-of-funds (F-of-Fs) of different types...

Picking Up Where We Left Off – Another Spate of New VA Withdrawal Riders

It’s only January but we need to comment again on variable annuity living benefit proliferation because, bridging the very end of last year into this one, a number of insurers have filed new or enhanced...

Variable Funds-of-Funds Keep Increasing In Number, Accumulating Assets

Compared to the bull market years, the role that underlying sub-accounts play in the sale of variable insurance products has certainly been diminished, however, a storyline that holds much interest for us is how money...

Reflecting on the Year Almost Past: 2006 in the Variable Annuity Business

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...

Impressions on the Variable Annuity Business in 2007 – Part I

Last year at this time we published a commentary with our reflections on how the variable annuity industry performed in 2006, based on what we knew at that point, and made some suggestions as to...

Reviewing Variable Insurance Fund Filings from November, 2007

In November, variable insurance fund filing activity with the SEC was pretty vigorous, and we identified 13 new registrations, notable among them some funds-of-funds (F-of-Fs) and several portfolios with a global or emerging markets focus....

Contract Compilation – Our Remarks on the Latest VAs Filed This Year

In the interest of remaining on top of what’s happening with variable annuity contracts, and given the fact that we haven’t touched on them for several months, this week we’ll give our observations on chassis...

What the Competition Dictates: Continual Refinements to VA Benefit Features

This year might be winding down, but in the variable annuity space we are still encountering registrations of new living benefits and enhancements to existing ones, although a good portion of them won’t actually roll...

Reviewing Variable Insurance Fund Filings from October, 2007

After conducting our usual compilation and review of variable fund-related filings, for October we identified 12 new registrations, most of them funds-of-funds (F-of-Fs), and in this report we’ll review them and also comment on interesting...