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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: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2018

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2018; we counted 15 new riders filed during that year…

Update: Summaries of New VA Contracts Filed with the SEC in 2018

This is our final update to our table containing summaries of new VA contracts registered with the SEC in 2018. We counted 24 new products registered during the year…

Update: Notable VA Product Changes in 2018

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2018; in it there are 96 moves insurers made throughout the year…

Update: Variable Insurance Volatility-Managed Portfolios

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the third quarter. By our count, at the end of Q3 there were 203 such portfolios in operation,...

Update: Variable Insurance Volatility-Managed Portfolios

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the second quarter. By our count, at the end of Q2 there were 203 such portfolios in operation,...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2018

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 nine riders…

Update: Summaries of New VA Contracts Filed with the SEC in 2018

This table updates our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of 18 new products…

New Coverage: Summaries of Structured Annuities

This table contains summaries of 31 structured annuities that, according to our records, are currently for sale in the industry…

Update: Variable Insurance Volatility-Managed Portfolios

This is our initial spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the first quarter. By our count, at the end of Q1 there were 208 such portfolios in operation, containing $277...