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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.

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…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of 60 products we identify as being currently for sale, as well as four new registrations that have been filed in 2022…

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet commences our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 62 entries…

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

This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…

Initial Coverage: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers three contracts, not including instances where a product was refiled…

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

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

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…

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…