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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.
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Variable annuities
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This is the final 2023 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

Update: Notable VA Product Changes in 2022

This spreadsheet finalizes our coverage of notable variable annuity product changes in 2022 and contains 64 entries…

Summaries of New VA Contracts Registered With the SEC in 2022

This table is our final update on new variable annuity contracts registered with the SEC in 2022; this table contains summaries of 16 contracts…

Update: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet continues our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; this sheet contains over 100 entries, the...

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…

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…