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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 2013 Industry Sales and Considering What the Future May Hold

Not long ago leading research firms LIMRA and Morningstar released final annuity industry sales data for 2013 – after quite a long wait – and in this commentary we’ll give a few thoughts on the...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the fourth quarter of 2013. We also made some slight improvements in the coverage. By our count there were 167 such portfolios...

Assorted Happenings – Regarding Variable Products, Benefits, Funds

In this commentary we’ll cover some interesting variable product filings from recent weeks that we think are indicative of where insurers are headed with their designs. We’ll also share some brief thoughts about trends in...

Reviewing Variable Insurance Fund Filings from February, 2014

February is typically a month when a large number of new variable fund registrations come through, in preparation for additions to contracts during the May prospectus update season, and such was again the case this...

Talking Product – Changes, New Entries on the Variable Annuity Scene

We’ve seen an interesting mixture of product initiatives on the part of variable annuity insurers in recent weeks, which we will share with you in this commentary. Most of these moves had a de-risking quality...

It Looks Like for Most Insurers, VA Sales Were Down Again in 4Q13

We reviewed fourth quarter earnings results for selected publicly-traded insurers we track regularly and came to the conclusion that variable annuity industry deposits dropped for the quarter and the year as a whole. We think...

Reviewing Variable Insurance Fund Filings from January, 2014

During the month of January we saw a large number of new variable insurance portfolios registered with the SEC, as well as plenty of interesting changes to existing funds and platforms. It came as no...

Looking Ahead – to 4Q13 Variable Annuity Business Results

Fourth quarter earnings season for publicly-traded annuity insurers is close upon us, and we expect that most companies will report fairly decent earnings performance for the time period, given that the stock market finished on...

A Brief VA Contract and Benefit Update – On What’s Coming to Market

At this point in the year we don't tend to see many new variable annuity product filings because insurers are gearing up for changes they have in store for the May prospectus update season. Even...