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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 Benefit Rate Sheet Changes in 2022

This spreadsheet concludes 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; towards the end of the year we...

Reviewing VA Rate Sheet Trends from 2022, and Related Matters

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

Reviewing Variable Insurance Fund Filings from December, 2022

We found December variable fund filing activity to be lively, as we saw some new registrations that will be used in a unique reorganization effort, plenty of developments related to defined outcome portfolios, plus assorted...

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: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2022. The table lists nine riders…

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

This table contains our final update on new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers 13 contracts…

Concluding Coverage of Variable Annuity Product Filings from 2022

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

More Fixed Annuity Thoughts on Our Minds, as the Year Begins

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...