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 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...


Posted By: Steven D. McDonnell Posted On: Oct 15, 2012

This spreadsheet is a comprehensive list of all variable insurance volatility-managed portfolios that were in operation through the second quarter of 2012...


Posted By: Steven D. McDonnell Posted On: Sep 10, 2012

This table provides capsule summaries of all variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) that, according to our records, are still available for sale; it is an update to a table we posted last September 12...


Posted By: Steven D. McDonnell Posted On: Jan 20, 2012

This grid is our final update to our coverage of new variable annuity contracts filed with the SEC in 2011...


Posted By: Steven D. McDonnell Posted On: Jan 20, 2012

This grid is our final update of our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2011...


Posted By: Steven D. McDonnell Posted On: Nov 17, 2011

This grid updates our coverage of selected Guaranteed Minimum Income Benefits (GMIBs), including references to some riders that were recently closed...


Posted By: Steven D. McDonnell Posted On: Oct 28, 2011

This table updates our coverage of contingent annuity products filed with the SEC since they were first introduced to the industry...


Posted By: Steven D. McDonnell Posted On: Sep 12, 2011

This grid is our comprehensive list with summaries of variable annuity lifetime withdrawal benefits that are currently available for sale around the industry; it currently contains more than 100 different riders from a host of insurance companies...


Posted By: Steven D. McDonnell Posted On: Jul 25, 2011

This grid is an update to our coverage of specialty Guaranteed Minimum Death Benefits (GMDBs) that work in tandem with various living benefits...


Posted By: Steven D. McDonnell Posted On: May 02, 2011

This table is our final update to our list of new VA contracts filed with the SEC in the year 2010...


Posted By: Steven D. McDonnell Posted On: Feb 28, 2011

This spreadsheet is a final update to our tracking of notable variable annuity industry product changes made in 2010...


Posted By: Steven D. McDonnell Posted On: Feb 14, 2011

This table commences our coverage of new variable annuity lifetime withdrawal benefits filed thus far in 2011...


Posted By: Steven D. McDonnell Posted On: Aug 02, 2010

This is an update of a grid with summaries of contingent annuities filed with the SEC, reflecting some of the latest developments in this product type...


Posted By: Steven D. McDonnell Posted On: May 03, 2010

This table updates our coverage of variable annuity Guaranteed Minimum Accumulation Benefits (GMABs) that, according to our records, are still for sale...


Posted By: Steven D. McDonnell Posted On: Mar 01, 2010

This is an updated version of our table covering new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed in 2009...


Posted By: Steven D. McDonnell Posted On: Mar 01, 2010

In this new table we have our summaries of all variable annuity GLWBs we have identified as still being for sale thus far in 2010; over time we will update it to capture changes that occur over the course of the year...


Posted By: Steven D. McDonnell Posted On: Mar 01, 2010

This is an update of our table summarizing notable variable annuity industry product developments from the year 2009; for the first time we are providing it in Excel format, which we hope will be appreciated by our subscribers...


Posted By: Steven D. McDonnell Posted On: Jan 11, 2010

This grid, an update of one we last published in October, contains summaries of 55 variable annuity contracts (not including certain individual share class options) initially registered with the SEC in 2009...


Posted By: Steven D. McDonnell Posted On: Dec 31, 2009

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred this year...


Posted By: Steven D. McDonnell Posted On: Nov 02, 2009

This table, with summaries of 19 variable annuity Guaranteed Minimum Income Benefits (GMIBs) from around the industry, is an update of a grid we put out on February 9...most of the riders mentioned in it are still for sale however a few are available only on a limited basis, or are scheduled to be closed soon...


Posted By: Steven D. McDonnell Posted On: Jul 27, 2009

This table contains summaries of contingent annuity contracts, which are products built to wrap living benefits around retail mutual funds and brokerage accounts, dating to when the first ones were filed, back in 2006...


Posted By: Steven D. McDonnell Posted On: Jun 22, 2009

This is our final update of new variable annuity contracts filed with the SEC in calendar year 2008...


Posted By: Steven D. McDonnell Posted On: Feb 09, 2009

This table updates our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs)...


Posted By: Steven D. McDonnell Posted On: Feb 09, 2009

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2008...


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