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: 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...


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

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 29, 2014

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the second quarter of 2014. By our count there were 187 such portfolios in operation, containing $200.2 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jun 23, 2014

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: Jun 09, 2014

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the first quarter of 2014. By our count there were 173 such portfolios in operation, containing $154.3 billion in assets...


Posted By: Steven D. McDonnell Posted On: Apr 21, 2014

This table contains capsule summaries of a fast-growing subset of the VA contract universe: Investment-Only Variable Annuities (IOVAs), both those that are currently for sale and ones that are in the pipeline...


Posted By: Steven D. McDonnell Posted On: Apr 04, 2014

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


Posted By: Steven D. McDonnell Posted On: Apr 04, 2014

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 17, 2014

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the fourth quarter of 2013. We also made some slight improvements in the coverage. By our count there were 167 such portfolios in operation, containing over $145 billion in assets...


Posted By: Steven D. McDonnell Posted On: Jan 24, 2014

This table is our final update to our table of new variable annuity contracts registered with the SEC in 2013...


Posted By: Steven D. McDonnell Posted On: Jan 24, 2014

This table is our final update to our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013...


Posted By: Steven D. McDonnell Posted On: Jan 24, 2014

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2013...


Posted By: Steven D. McDonnell Posted On: Dec 30, 2013

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the third quarter of this year. By our estimate assets in all such funds grew to exceed $126 billion...


Posted By: Steven D. McDonnell Posted On: Dec 16, 2013

This table updates our coverage of new variable annuity contracts registered with the SEC so far in 2013...


Posted By: Steven D. McDonnell Posted On: Dec 16, 2013

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013...


Posted By: Steven D. McDonnell Posted On: Oct 21, 2013

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the second quarter of this year. By our count, 28 new vol-control funds commenced operations in 2Q13, and assets in all such funds grew to exceed $112 billion...


Posted By: Steven D. McDonnell Posted On: Oct 07, 2013

This table updates our coverage of new variable annuity contracts registered with the SEC so far in 2013...


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