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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 July, 2015

This July was pretty lively in terms of variable fund filing activity, as we’re used to things slowing down in the summer. In this report we’ll cover some interesting new fund registrations, plus the usual...

Thoughts from Q2 Earnings Season – We Suspect VA Sales Improved

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

AXA Files New Form of Variable Annuity Benefit Buyout – with Options

This year we’ve been expecting to see more insurers offer variable annuity benefit buyback programs, but so far only the same small number of companies has done so.  Late last week one member of this...

Reviewing an Interesting New Forethought VA ΜΆ and Other Recent Filings

At this point in the summer, variable annuity product pipeline activity has slowed considerably – as is typical for the time of year – however we did see a recent contract registration from Forethought Life...

Reviewing Variable Insurance Fund Filings from June, 2015

This commentary is our customary look back at noteworthy variable insurance fund filings from the previous month. In June there were a few new registrations and yet many more instances – like we’ve seen of...

An Outlook on 2Q15 VA Sales – and Some Notes on Recent Product Filings

Although it will take time for second quarter variable annuity sales data to come out, in this commentary we’ll give our suspicions on how the industry might have moved during that time period. The numbers...

Corrections: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This table corrects our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2015; it includes benefits that were inadvertently omitted in our prior research posted last week…

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

This table corrects our coverage of new variable annuity contracts filed with the SEC in 2015; it includes products that were inadvertently omitted in our prior research…

Clarifying, Correcting Some of Our Recent VA Product Coverage

Variable annuity product filing activity has slowed down of late, which is typical of this time of year, therefore this commentary will be brief – and will tie up some loose ends in our recent...