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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 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...

Reviewing Variable Insurance Fund Filings from May, 2018

On the variable insurance fund front, this May was distinguished by a fairly large amount of new registrations, which is not typical of that month. We also saw a good amount of change activity…

Reviewing Variable Insurance Fund Filings from March, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to...

An Update on Variable Managed-Volatility Portfolios Through 4Q17

This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017…

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…

Our Customary Look Back on the Variable Annuity Industry In 2017

As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…