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: 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...


Posted By: Steven D. McDonnell Posted On: Sep 14, 2018

This table updates our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of 18 new products...


Posted By: Steven D. McDonnell Posted On: Aug 09, 2018

This table contains summaries of 31 structured annuities that, according to our records, are currently for sale in the industry...


Posted By: Steven D. McDonnell Posted On: Jun 28, 2018

This is our initial spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the first quarter. By our count, at the end of Q1 there were 208 such portfolios in operation, containing $277 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jun 05, 2018

This table commences our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of six new products...


Posted By: Steven D. McDonnell Posted On: Jun 05, 2018

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 02, 2018

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2017; we counted just five new riders filed during that year...


Posted By: Steven D. McDonnell Posted On: Apr 02, 2018

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2017; in it there are 115 moves insurers made throughout the year...


Posted By: Steven D. McDonnell Posted On: Mar 26, 2018

This is the final update to our spreadsheet of variable insurance volatility-managed portfolios for asset data from 2017. By our count, at the end of the year there were 210 such portfolios in operation, containing nearly $284 billion in assets...


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...


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