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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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An Update – on New Variable Annuity Contracts Launching Soon

In this commentary we’ll get caught up with new variable annuity contracts registered with the SEC this year, some of which will be launching fairly soon. Not surprisingly, a good number of these products are...

AXA Files New GMDB, Other Enhancements on Next-Generation IOVA

We’ve been expecting that insurers will start doing things to make investment-oriented variable annuities (IOVAs) more compelling, and we got some evidence of that recently from AXA, which filed an updated contract that includes a...

Interesting Options – Found In This Month’s Variable Annuity Product Filings

In our view, this May variable annuity prospectus update season hasn’t been all that eventful – although we must admit we are still sifting through all the filings. In this commentary we’ll discuss a few...

VA Product Launches, Changes Occurring this Month – and Onward

In this report we’ll run through an assortment of variable annuity product developments that are either taking place now, during the May prospectus update season, or will take effect later in the year. In our...

Random Reflections from the LIMRA/LOMA/SOA Retirement Conference

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

Tendencies in New VAs and Lifetime Withdrawal Benefits Filed this Year

This report will discuss variable annuity product trends and serve as a companion piece to the new Featured Research we published today covering new VA contracts and lifetime withdrawal benefits registered with the SEC so...

Musings on the VA Industry as Q1 Ends – and on Recent Product Filings

The first quarter will conclude tomorrow and it’s our view that variable annuity business sales probably did not pick up very much, if at all, during that time period…

Several Insurers Filed New VA Contracts That Will Debut Later This Year

Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...