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Research & Reports

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.

Initial Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table contains our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists nine riders…

Update: Summaries of New VA Contracts Registered With the SEC in 2022

This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…

More Notes on VA Contract and Rider Filings, and Related Issues

This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...

Reviewing Variable Insurance Fund Filings from August, 2022

During the summer months, variable fund filing activity in usually light, and such was the case in August. That said, we did see an assortment of filings related to defined outcome portfolios…

Catching Up With Filings of Contracts, Benefits, Notable Changes

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

Random Thoughts About Current Conditions in the Industry

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

An Update on Variable Managed-Volatility Portfolios Through 1Q22

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios through the first quarter of 2022. By our count, at quarter’s end there were 197 such portfolios in operation; assets fell by nearly 9% from...

Reviewing Variable Insurance Fund Filings from July, 2022

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...