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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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Thoughts on Q3 VA Industry Sales – and a Few Product Developments

Earnings season for publicly-traded insurers is now underway but won’t finish until midway through next month, so in this commentary we’ll offer up some of our suspicions on how variable annuity sales moved in the...

Reviewing Variable Insurance Fund Filings from September, 2014

This report contains our regular coverage of variable insurance fund filings from the prior month. During September there were not so many new registrations, but we did see a large amount of sub-advisory changes and...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2014

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

Update: Summaries of New VA Contracts Filed with the SEC in 2014

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2014…

A New In-Plan VA Contract From Prudential – And Other Recent Filings

In this report we’ll pick up from last week’s coverage of variable product filings from recent weeks, and this time we’ll touch on a new contract coming from Prudential Financial intended for employer-sponsored retirement plans…

New Lincoln National Contracts – and Other VA Product Filing News

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...

Update: Variable Insurance Volatility-Managed Portfolios

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the second quarter of 2014. By our count there were 187 such portfolios in operation, containing $200.2 billion in assets…

An Update on Trends in Variable Insurance Volatility-Control Portfolios

Variable insurance volatility-control portfolios continue to gather assets at a brisk pace around the industry – and not just because of the introduction of brand-new ones. In recent months a large number of existing portfolios...

Reviewing Variable Insurance Fund Filings from August, 2014

In this report we’ll cover noteworthy variable insurance fund developments from August, a month that we thought was rather busy, considering the season…