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, 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...


Posted By: Steven D. McDonnell Posted On: Feb 01, 2016

This is our final update to our table summarizing new VA contracts registered with the SEC in 2015...


Posted By: Steven D. McDonnell Posted On: Feb 01, 2016

This is our final update to our table summarizing new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed in 2015...


Posted By: Steven D. McDonnell Posted On: Feb 01, 2016

This is our final update to our spreadsheet covering notable variable annuity product changes that occurred in 2015...


Posted By: Steven D. McDonnell Posted On: Oct 26, 2015

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2015. By our count there were 206 such portfolios in operation at quarter end, containing about $234 billion in assets...


Posted By: Steven D. McDonnell Posted On: Oct 20, 2015

This table updates our coverage of new variable annuity contracts filed with the SEC in 2015 and we have endeavored to capture noteworthy changes to the initial registrations...


Posted By: Steven D. McDonnell Posted On: Oct 20, 2015

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: Jun 29, 2015

This table corrects our coverage of new variable annuity contracts filed with the SEC in 2015; it includes products that were inadvertently omitted in our prior research posted last week...


Posted By: Steven D. McDonnell Posted On: Jun 29, 2015

This table corrects our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2015; it includes benefits that were inadvertently omitted in our prior research posted last week...


Posted By: Steven D. McDonnell Posted On: Jun 23, 2015

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2015 and it includes changes that have been made to some initial registrations that have been made through recent amendments...


Posted By: Steven D. McDonnell Posted On: Jun 23, 2015

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: Jun 12, 2015

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2015. In this update we have included certain portfolios that we inadvertently omitted in our past coverage. By our count there were 203 such portfolios in operation, containing about $220 billion in assets...


Posted By: Steven D. McDonnell Posted On: Apr 06, 2015

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2015...


Posted By: Steven D. McDonnell Posted On: Apr 06, 2015

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: Mar 23, 2015

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the fourth quarter of 2014, and incorporates some adjustments to the data set. By our count there were 193 such portfolios in operation, containing over $206 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jan 30, 2015

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2014...


Posted By: Steven D. McDonnell Posted On: Jan 30, 2015

This table is our final update to our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2014...


Posted By: Steven D. McDonnell Posted On: Jan 30, 2015

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2014...


Posted By: Steven D. McDonnell Posted On: Dec 15, 2014

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2014, and incorporates some adjustments to the data set. By our count there were 190 such portfolios in operation, containing over $202 billion in assets...


Posted By: Steven D. McDonnell Posted On: Oct 17, 2014

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2014...


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