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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 September, 2018

In this commentary we’ll provide our usual review of fund-related filings from last month as well as an update on trends in variable managed-volatility portfolios through the first half of the year…

Digging into Some Noteworthy Variable Annuity Product Filings

In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them…

Reviewing Variable Insurance Fund Filings from August, 2018

August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…

More Structured Annuity Developments – and Other Product News

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...

Reviewing Variable Insurance Fund Filings from April, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity…

More on New VA Lifetime Withdrawal Benefits – and Other Product Notes

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

New GLWB from Midland National Blends FIA Features into a VA

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...

Reviewing Variable Insurance Fund Filings from January and February, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…