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

First | Previous |
2 | 3 | 4 |
Next | Last

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...


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

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


Posted By: Steven D. McDonnell Posted On: Jul 29, 2013

This grid updates our coverage of all variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still for sale in the industry...


Posted By: Steven D. McDonnell Posted On: Jul 22, 2013

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, including assets through the first quarter of 2013...


Posted By: Steven D. McDonnell Posted On: Jul 01, 2013

This spreadsheet commences our coverage of noteworthy variable annuity product changes and developments in 2013; as the year progresses we will provide updates to this grid...


Posted By: Steven D. McDonnell Posted On: Jun 24, 2013

This grid updates our coverage of new variable annuity contracts filed with the SEC in 2013...


Posted By: Steven D. McDonnell Posted On: Jun 24, 2013

This grid 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: May 20, 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: May 20, 2013

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


Posted By: Steven D. McDonnell Posted On: May 06, 2013

This spreadsheet updates our tracking of variable insurance volatility-managed funds, including asset data up through the fourth quarter of 2012...


Posted By: Steven D. McDonnell Posted On: Apr 01, 2013

This grid commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far in 2013...


Posted By: Steven D. McDonnell Posted On: Apr 01, 2013

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


Posted By: Steven D. McDonnell Posted On: Jan 28, 2013

This updated table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are either still for sale in the industry, or will be rolling out soon...


Posted By: Steven D. McDonnell Posted On: Jan 04, 2013

This spreadsheet is our last update for noteworthy variable annuity product changes that occurred in 2012; this list includes changes scheduled to take effect this year, as well as others whose dates have not yet been set; we will track those in a new spreadsheet...


Posted By: Steven D. McDonnell Posted On: Jan 04, 2013

This table is our last update of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed with the SEC in calendar year 2012; we endeavored to capture any changes to these riders since they were first filed...


Posted By: Steven D. McDonnell Posted On: Jan 04, 2013

This table is our last update to our coverage of new variable annuity contracts initially registered with the SEC in calendar year 2012...


First | Previous |
2 | 3 | 4 |
Next | Last

Archives