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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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Our Year-End Review of How the VA Industry Performed In 2018

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

Reviewing Variable Insurance Fund Filings from November, 2018

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…

Reviewing Variable Insurance Fund Filings from October, 2018

In this commentary we’ll cover noteworthy variable fund filings from last month, a time when we saw multiple registrations of new funds of funds (F-of-Fs), some that will invest in underlying exchange-traded funds (ETFs), others...

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…

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

Reviewing Variable Insurance Fund Filings from June, 2018

Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…

An Update on Variable Managed-Volatility Portfolios Through 1Q18

In this report we’ll update our tracking of variable insurance managed-volatility portfolios, referencing asset and other data for the first quarter of this year. We will also point out a few ways we have added...