Services

Soleares Research, LLC, publishes regular research and analysis of interest to professionals working in the annuity and life businesses, consisting of:

  • The Soleares Report, about 48 weekly commentaries per year on issues related to annuities, insurance products and underlying funds;
  • Periodic pieces of Featured Research, which include summaries of new variable annuity contracts and benefits filed each year with the SEC, as well as noteworthy product changes throughout the year;
  • “Steve’s Blog”, a free feature of the site, where Soleares President Steven D. McDonnell offers up his thoughts on topics of interest to the industry;
  • Subscribers are sent an e-mail alert when new commentaries and blog entries are posted on the site;
  • The research, reports and blog postings are wholly original content, drawing upon our extensive industry contacts and knowledge of SEC filing activity;
  • Each links directly to any filings we reference, thus providing direct and easy access to documents that may prove important to our readers;
  • Archives of past articles and research.