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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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Covering a New GLWB – and Recent Benefit Rate Sheet Updates

In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit...

Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

Notes on Interesting New Variable Annuities Filed in Early 2020

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...

An Update on VA Product Filings from Late 2019 to the Present

In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...

Our Customary Quick Take on How the VA Industry Performed In 2019

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...

Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…

A Discussion of Recent Developments in Structured Annuities

Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...

Earnings Review: VA Insurers Sales Results Were Strong in 3Q19

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

An Update on Variable Annuity Product Filings from Recent Months

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...