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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 VA Lifetime Withdrawal Benefits Filed in 2019

In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...

Another Update – on New Variable and Structured Annuity Filings

Last month we saw a “bumper crop” of new registrations submitted to the SEC, a group that included multiple variable annuities and a new structured product. We’ll discuss them in this commentary...

On Recent Rate Sheet Updates and Other Variable Annuity Product News

Since interest rates have been dropping of late, variable annuity carriers have started adjusting their guaranteed living benefit (GLB) rider elements via rate sheet, and in this report, we’ll cover some of those moves and...

Protective Registers New VA Contract with Lifetime Withdrawal Benefit

Not long ago we saw a variable annuity filed by Protective Life which contained a new guaranteed lifetime withdrawal benefit (GLWB) whose elements will be subject to change via rate sheet – a first for...

New Structured Annuities on the Way – Plus Notes from Other Filings

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...

Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

More Thoughts on VA Living Benefits – and Clarifying an RMD Provision

In this report we’ll discuss industry trends in election rates of guaranteed living benefits (GLBs), citing data from LIMRA, and make a correction to our coverage last week of a new lifetime withdrawal benefit from...

An Update on VA Lifetime Withdrawal Benefits and Rate Sheets

In this commentary we’ll review a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) filed recently by Nationwide, and touch on some recent trends in rider rate sheets, which seem to point to a de-risking...

Yet More Thoughts on New VAs and Lifetime Withdrawal Benefits

This week we’ll once again weigh in on patterns we’re seeing in variable annuity product development, which will serve as an accompaniment to our updates of Featured Research tables covering new contracts and guaranteed lifetime...