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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.

An Update on Variable Managed-Volatility Portfolios Through 3Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2021. It covers 15 contracts, not including instances where a product was refiled…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…

An Update on Variable Managed-Volatility Portfolios Through 2Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...

Summaries of New VA Contracts Registered With the SEC in 2021

This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 66 entries…

An Update on Variable Managed-Volatility Portfolios Through 1Q21

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios for 2021. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing over $284 billion in assets…

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 56 changes…

Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2021 and contains summaries of 10 riders…