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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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Update: Notable VA Product Changes in 2019

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred in 2019; it contains 107 entries…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2019 and contains summaries of 29 riders (inclusive of New York versions)…

Update: Summaries of New VA Contracts Filed With the SEC in 2019

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for third quarter 2019, which includes some refinements to the data set. By our count, at the end of the quarter there were 209 such...

Update: Summaries of Structured Annuities

This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline…

New Coverage: Notable VA Product Changes in 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of 24 riders (inclusive of New York versions)…

Update: Summaries of New VA Contracts Filed With the SEC in 2019

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 26 new products…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for second quarter 2019. By our count, at the end of the quarter there were 210 such portfolios in operation, containing over $278 billion in...