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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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Some Springtime Storylines for the U.S. Annuity Business in 2021

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

Reviewing Variable Insurance Fund Filings from December, 2020

This will be a longer-than-usual variable fund report as December was quite an active time, especially for insurer Jackson National, which filed numerous moves, including new fund registrations, sub-advisory changes and reorganizations which are scheduled...

The Year 2020 Was Fraught With Challenges for Annuity Insurers

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

Reviewing Variable Insurance Fund Filings from November, 2020

In November we saw several new variable fund registrations, most notable among them a series of defined outcome funds that mimic the attributes of registered index-linked annuities (RILAs) in that they will offer limited protection...

Reviewing Variable Insurance Fund Filings from October, 2020

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

Reviewing Variable Insurance Fund Filings from September, 2020

This report contains our customary look back at notable variable fund filings from the prior month, in which we saw a good deal of activity for the autumn, with two insurers registering new portfolios and,...

Reviewing Variable Insurance Fund Filings from July and August, 2020

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple...

A Steady Stream of VA Product Filings – Calls for Another Update

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

Reviewing Variable Insurance Fund Filings from June, 2020

In June we noticed no new variable insurance fund registrations come through but did see a great deal of activity involving changes to investment platforms, such as sub-advisory replacements and adjustments to fund fees and...