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

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have endeavored to capture noteworthy changes to the initial registrations…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

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

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing more than $245 billion in...

New Coverage: Notable VA Product Changes in 2016

This spreadsheet is our initial coverage of notable variable annuity product changes so far this year; we will provide periodic updates to this sheet in the future…

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

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2016…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the end of 2015. By our count there were 211 such portfolios in operation at quarter end, containing more than $242 billion in assets....

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2015. By our count there were 211 such portfolios in operation at quarter end, containing a bit more than $235...

Update: Notable VA Product Changes in 2015

This is our final update to our spreadsheet covering notable variable annuity product changes that occurred in 2015…

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This is our final update to our table summarizing new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed in 2015…