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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: Variable Insurance Volatility-Managed Portfolios

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset and total return data through the first half of 2017. By our count, at the end of the second quarter...

Update: Summaries of New VA Contracts Filed with the SEC in 2017

This table updates our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of 17 new products…

New Coverage: Summaries of New VA Contracts Filed with the SEC in 2017

This table commences our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of nine new products…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2017

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

Update: Notable VA Product Changes in 2016

This spreadsheet is the final version of our coverage of notable variable annuity product changes in 2016; during the year we noticed a wide variety of tweaks and modifications…

Update: Variable Insurance Volatility-Managed Portfolios

This is our final update of our spreadsheet of variable insurance volatility-managed portfolios for 2016. By our count there were 212 such portfolios in operation at year end, containing $256 billion in assets…

Update: Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

This table is our final update to our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2016; it contains summaries of 19 riders…

Update: Summaries of New VA Contracts Filed with the SEC in 2016

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2016; it contains summaries of 45 new contracts, 26 of them “wrap” products designed for fee-based...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $257 billion in assets…