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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: Summaries of VA Lifetime Withdrawal Benefits Filed in 2008

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2008…

Phased Cutbacks to Benefits Continue, May Updates Start to Come In

This week we intended to focus exclusively on developments in variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) however we will mention a few notable changes to other benefit categories, since a few interesting things have...

Evaluating the Cycle of Change and What it Means for the VA Business

These are very interesting times for the variable annuity industry, if for no other reason than the sheer amount of product and feature amendments that have been occurring since late last year. We think that...

Reviewing Variable Insurance Fund Filings from December, 2008

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Further Rider Downshifts Portend Changes on the VA Competitive Landscape

Most VA Insurers Continue in Rider Pullback Mode as New Year Begins

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Reviewing Variable Insurance Fund Filings from November, 2008

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still available for sale…