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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 final update to our spreadsheet of variable insurance volatility-managed portfolios for asset data from 2017. By our count, at the end of the year there were 210 such portfolios in operation, containing...

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

This is a final update to our table containing summaries of new VA contracts registered with the SEC in 2017. We counted 25 new products registered during the year…

Update: Variable Insurance Volatility-Managed Portfolios

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset data through the third quarter of 2017. By our count, at the end of the quarter there were 210 such...

New Coverage: Summaries of I-Share and Low-Cost VA Contracts

This table contains summaries of 62  variable annuity contracts that we have determined to be low cost and /or sold through fee-based advisors…

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 21 registrations…

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…