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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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A Brief Update on Variable Product Managed-Volatility Portfolios

In this report we’ll get caught up with trends in variable managed-volatility portfolios, which over the past few years have been gathering assets at a fairly rapid pace. We’ll also share a few corrections and...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the fourth quarter of 2014, and incorporates some adjustments to the data set. By our count there were 193 such portfolios in operation, containing...

Reviewing Variable Insurance Fund Filings from February, 2015

This February we saw a fairly large number of new variable insurance funds get registered with the SEC, which is typical for the time of year, as insurers prepare to update their products in May....

Brief Thoughts on 2014 Annuity Sales – and the Future of the Business

We reviewed fourth quarter and full-year 2014 annuity industry sales and they came out pretty much as we expected they would – variable annuity production was down but fixed annuities, led by those of the...

An Update on Recent Variable Annuity Product and Rider Filings

In this report we’ll get caught up with variable annuity contracts and benefits that were filed over the past month; the batch included a mix of benefit revisions and wholly new ones, many of which...

Reviewing Variable Insurance Fund Filings from January, 2015

In January we saw a substantial number of new variable fund registrations filed with the SEC, and it looks like most of them will debut during the May prospectus update season. In this report we...

VA Industry Sales Growth in Q4 Looks Doubtful to Us, All Things Considered

As is our practice each quarter, we reviewed earnings results for selected stock-traded insurers we track regularly, and came to the conclusion that for most of them, variable annuity operations performed more or less in...

Several Insurers Filed New VA Contracts That Will Debut Later This Year

Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...