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: Jan 29, 2018

This is a final update to our table containing summaries of new VA contracts registered with the SEC in 2017. We counted 25 new products registered during the year...


Posted By: Steven D. McDonnell Posted On: Dec 29, 2017

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset data through the third quarter of 2017. By our count, at the end of the quarter there were 210 such portfolios in operation, containing nearly $275 billion in assets...


Posted By: Steven D. McDonnell Posted On: Nov 29, 2017

This table contains summaries of 62 variable annuity contracts that we have determined to be low cost and /or sold through fee-based advisors...


Posted By: Steven D. McDonnell Posted On: Oct 24, 2017

This table updates our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of 21 registrations...


Posted By: Steven D. McDonnell Posted On: Sep 26, 2017

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset and total return data through the first half of 2017. By our count, at the end of the second quarter there were 213 such portfolios in operation, containing nearly $270 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jul 28, 2017

This table updates our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of 17 new products...


Posted By: Steven D. McDonnell Posted On: Jun 14, 2017

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, commencing coverage for 2017. By our count, at the end of the first quarter there were 214 such portfolios in operation, containing $264 billion in assets...


Posted By: Steven D. McDonnell Posted On: Apr 25, 2017

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


Posted By: Steven D. McDonnell Posted On: Apr 25, 2017

This table commences our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of nine new products...


Posted By: Steven D. McDonnell Posted On: Apr 11, 2017

This spreadsheet is the final version of our coverage of notable variable annuity product changes in 2016; during the year we noticed a wide variety of tweaks and modifications...


Posted By: Steven D. McDonnell Posted On: Apr 03, 2017

This is our final update of our spreadsheet of variable insurance volatility-managed portfolios for 2016. By our count there were 212 such portfolios in operation at year end, containing $256 billion in assets...


Posted By: Steven D. McDonnell Posted On: Feb 01, 2017

This table is our final update to our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2016; it contains summaries of 19 riders...


Posted By: Steven D. McDonnell Posted On: Jan 25, 2017

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2016; it contains summaries of 45 new contracts, 26 of them “wrap” products designed for fee-based advisors...


Posted By: Steven D. McDonnell Posted On: Dec 15, 2016

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $257 billion in assets...


Posted By: Steven D. McDonnell Posted On: Oct 11, 2016

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have included some interesting products geared to fee-based advisors that have been registered of late...


Posted By: Steven D. McDonnell Posted On: Oct 11, 2016

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


Posted By: Steven D. McDonnell Posted On: Sep 27, 2016

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $250 billion in assets...


Posted By: Steven D. McDonnell Posted On: Aug 02, 2016

This table summarizes five GMIBs that, according to our records, are still available for sale, on variable annuity contracts offered by AXA Equitable, Lincoln National and New York Life...


Posted By: Steven D. McDonnell Posted On: Jul 11, 2016

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


Posted By: Steven D. McDonnell Posted On: Jul 11, 2016

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have endeavored to capture noteworthy changes to the initial registrations...


Posted By: Steven D. McDonnell Posted On: Jun 17, 2016

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing more than $245 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jun 06, 2016

This spreadsheet is our initial coverage of notable variable annuity product changes so far this year; we will provide periodic updates to this sheet in the future...


Posted By: Steven D. McDonnell Posted On: Apr 05, 2016

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2016...


Posted By: Steven D. McDonnell Posted On: Mar 30, 2016

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the end of 2015. By our count there were 211 such portfolios in operation at quarter end, containing more than $242 billion in assets. We have also included total returns for selected fund share classes...


Posted By: Steven D. McDonnell Posted On: Feb 16, 2016

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2015. By our count there were 211 such portfolios in operation at quarter end, containing a bit more than $235 billion in assets...


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