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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…

Reviewing Variable Insurance Fund Filings from July, 2018

In July variable insurance fund filing activity was fairly vigorous, which is not usual for the time of year. We noticed heightened amounts of sub-advisory replacements and fee adjustments, which we’ll cover in this report…

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…

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 April, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity…

New GLWB from Midland National Blends FIA Features into a VA

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...

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...

Reviewing Variable Insurance Fund Filings from January and February, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...

Reviewing Variable Insurance Fund Filings from December, 2017

This commentary contains our regular coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in December, and most filing activity centered around changes to existing funds…