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: 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...


Posted By: Steven D. McDonnell Posted On: Dec 15, 2008

This table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still available for sale...


Posted By: Steven D. McDonnell Posted On: Nov 12, 2008

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2007...


Posted By: Steven D. McDonnell Posted On: Sep 24, 2008

This grid updates our coverage of variable annuity contracts initially registered with the SEC in 2007...


Posted By: Steven D. McDonnell Posted On: Aug 04, 2008

This table commences our coverage of variable annuity Guaranteed Minimum Accumulation Benefits (GMABs) that we have identified as still being for sale, including several new ones that have launched recently...


Posted By: Steven D. McDonnell Posted On: Dec 03, 2007

This table commences our coverage of new variable annuity contracts filed recently with the SEC...


Posted By: Steven D. McDonnell Posted On: Nov 26, 2007

This table initiates our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) currently for sale in the industry...


Posted By: Steven D. McDonnell Posted On: Sep 24, 2007

This table commences our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are currently available for sale in the industry...


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