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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 June, 2013

Usually in June we see a slowdown in variable insurance fund filings, but this year we thought there was a good bit of activity, which we’ll discuss in this commentary…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, including assets through the first quarter of 2013…

Update on Hartford’s Initiative: Some of Our Suspicions Have Been Confirmed

In our last few commentaries we’ve shared our suspicion that, based on language in some recent SEC filings, four state insurance departments might not allow some or all of Hartford’s planned sub-account restrictions on certain...

More Summer Product Initiatives Are Arising on the Variable Annuity Scene

In this commentary we will return to a few storylines from around the variable annuity business that we have been tracking of late, and weigh in on new ones that we have seen emerge…

New Coverage: Notable VA Product Changes in 2013

This spreadsheet commences our coverage of noteworthy variable annuity product changes and developments in 2013; as the year progresses we will provide updates to this grid…

An Update on Variable Annuity Contract and GLWB Filings in 2013

We have been sifting through recent filings of variable annuity contracts and lifetime withdrawal benefits and, while we haven’t been seeing quite as much activity in the pipeline as in past years, we did catch...

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

This grid updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: New Variable Annuity Contracts Filed in 2013

This grid updates our coverage of new variable annuity contracts filed with the SEC in 2013…

Reviewing Variable Insurance Fund Filings from April-May, 2013

In this commentary we’ll get caught up with variable insurance fund filings from the months of April and May, a time period that was fairly active, however we didn’t see a large number of new...