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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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Identifying Trends in Variable Annuity Industry Product Changes in 2014

Since the start of the year we have been steadily tracking modifications to variable annuity products and in this commentary we’ll share what we think are prevailing trends from around the industry…

Jackson is Revamping its GLWBs – Adding Tiered Withdrawal Rates, Fees

Jackson National is an insurer that tends to make interesting – if not downright intriguing – product moves and late last week we saw another example of this in a filing that contained alterations to...

Update: Variable Insurance Volatility-Managed Portfolios

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the first quarter of 2014. By our count there were 173 such portfolios in operation, containing $154.3 billion in assets…

Reviewing Variable Insurance Fund Filings from May, 2014

This report contains our coverage of notable variable insurance fund filings from the month of May, and to summarize that time period, most activity involved changes to existing offerings. We didn’t see any new registrations...

Another Structured Annuity is On The Way – This Time from ING

To date, only a few insurers have come out with structured annuities, which contain a basket of index-linked options with buffers to protect investors against a set percentage of losses. That’s why we were somewhat...

Signs from Earnings Calls Point to Lower VA Industry Deposits in 1Q14

In the first quarter of this year variable annuity sales fell, on a sequential basis, for every member of our group of publicly-traded insurers we watch regularly, which makes us pretty sure that the industry...

Reviewing Variable Insurance Fund Filings from April, 2014

In this commentary we’ll cover notable variable insurance fund filings from the month of April, which was a somewhat slow period in our opinion…

VA Benefit Buybacks, Special Offers Come Through in May Filings

While the May variable annuity prospectus update season has been somewhat slower than usual, we did see a few interesting product initiatives filed recently, including instances of buyout programs and other incentives targeting holders of...

Notable Product Happenings from Recent VA Contract Updates

This report will be a brief review of noteworthy product developments coming through in annual variable annuity prospectus updates filed recently with the SEC.  We are sure more interesting changes and modifications will be coming...