Featured Research

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.

Featured Research

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Posted By: Steven D. McDonnell Posted On: Mar 20, 2020

This table commences our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of nine new products...


Posted By: Steven D. McDonnell Posted On: Mar 20, 2020

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of three riders...


Posted By: Steven D. McDonnell Posted On: Feb 20, 2020

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts...


Posted By: Steven D. McDonnell Posted On: Feb 20, 2020

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2019 and contains summaries of 29 riders (inclusive of New York versions)...


Posted By: Steven D. McDonnell Posted On: Feb 20, 2020

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred in 2019; it contains 107 entries...


Posted By: Steven D. McDonnell Posted On: Dec 24, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for third quarter 2019, which includes some refinements to the data set. By our count, at the end of the quarter there were 209 such portfolios in operation, containing about $270 billion in assets...


Posted By: Steven D. McDonnell Posted On: Dec 05, 2019

This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline...


Posted By: Steven D. McDonnell Posted On: Nov 29, 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done...


Posted By: Steven D. McDonnell Posted On: Oct 30, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 24 riders (inclusive of New York versions)...


Posted By: Steven D. McDonnell Posted On: Oct 09, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 26 new products...


Posted By: Steven D. McDonnell Posted On: Sep 26, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for second quarter 2019. By our count, at the end of the quarter there were 210 such portfolios in operation, containing over $278 billion in assets...


Posted By: Steven D. McDonnell Posted On: Aug 29, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 14 new products...


Posted By: Steven D. McDonnell Posted On: Aug 29, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 14 riders...


Posted By: Steven D. McDonnell Posted On: Jul 11, 2019

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for first quarter 2019. By our count, at the end of the quarter there were 213 such portfolios in operation, containing $271 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jun 27, 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 11 new products...


Posted By: Steven D. McDonnell Posted On: Jun 27, 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 12 riders...


Posted By: Steven D. McDonnell Posted On: Apr 12, 2019

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 10 riders...


Posted By: Steven D. McDonnell Posted On: Mar 28, 2019

This table commences our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of eight new products...


Posted By: Steven D. McDonnell Posted On: Mar 20, 2019

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2018. By our count, at the end of the year there were 207 such portfolios in operation, containing $254 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jan 12, 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2018; in it there are 96 moves insurers made throughout the year...


Posted By: Steven D. McDonnell Posted On: Jan 12, 2019

This is our final update to our table containing summaries of new VA contracts registered with the SEC in 2018. We counted 24 new products registered during the year...


Posted By: Steven D. McDonnell Posted On: Jan 12, 2019

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2018; we counted 15 new riders filed during that year...


Posted By: Steven D. McDonnell Posted On: Dec 18, 2018

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the third quarter. By our count, at the end of Q3 there were 203 such portfolios in operation, containing $282.7 billion in assets...


Posted By: Steven D. McDonnell Posted On: Oct 12, 2018

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the second quarter. By our count, at the end of Q2 there were 203 such portfolios in operation, containing $277 billion in assets...


Posted By: Steven D. McDonnell Posted On: Sep 25, 2018

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of nine riders...


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