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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.

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…

Covering Filings of VA Contracts and GLWBs – and a New RILA

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

Some Springtime Storylines for the U.S. Annuity Business in 2021

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…

Commencing Our 2021 Tracking – of VA Benefit Rate Sheet Changes

Since it’s become ever more common for insurers to design variable annuity benefits with components that can be changed periodically via rate sheet, we now consider the monitoring of such benefits as one of the...

An Outlook on Registered Index-Linked Annuities – as We Enter 2021

This year we intend on providing our subscribers with more in-depth coverage of registered index-linked annuities (RILAs), firstly because we expect their sales to continue outpacing all other annuity types, secondly because we think insurers...

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,...

Assessing Variable Annuity Benefit Rate Sheet Changes of Recent Months

It’s about time we got caught up with variable annuity benefit rate sheets because much has happened since we last visited the subject. Most changes insurers have been making of late involve de-risking – even...