subscriber-login-icon
Subscriber Login

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.

Wrapping Up Coverage of Variable Annuity Product Filings from 2021

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Thoughts on an Annuity With Some Unique GLWB Provisions

We’ve said this often enough: our industry has an abundance of talented individuals constantly looking for ways to build annuities that address investor needs, as those needs always changing and evolving. In this report we’ll...

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

Notes on Interesting New Annuities from Allianz and New York Life

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

The Year 2020 Was Fraught With Challenges for Annuity Insurers

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

Wrapping Up Coverage of Variable Annuity Product Filings from 2019

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

Voya Files Another Variable Annuity Benefit Buyback Program

In this report we’ll discuss a variable annuity guaranteed living benefit (GLB) buyout offer recently filed by Voya Insurance and Annuity Company that is scheduled to commence in the fall. It is the first such...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...