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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 Notable Variable Annuity Filings From Early 2023

Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of the...

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios, and they continued to grow in number rapidly over the third quarter of 2022; during the quarter 19 new portfolios started reporting assets. At the...

An Update on Variable Defined Outcome Portfolios Through 3Q22

Due to their rapid growth in a relatively short period of time, it has been a challenge keeping up with developments in variable defined outcome portfolios, and in this report we will update our coverage...

Update: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet concludes our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; towards the end of the year we...

Reviewing VA Rate Sheet Trends from 2022, and Related Matters

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

Reviewing Variable Insurance Fund Filings from December, 2022

We found December variable fund filing activity to be lively, as we saw some new registrations that will be used in a unique reorganization effort, plenty of developments related to defined outcome portfolios, plus assorted...

Update: Notable VA Product Changes in 2022

This spreadsheet finalizes our coverage of notable variable annuity product changes in 2022 and contains 64 entries…

Summaries of New VA Contracts Registered With the SEC in 2022

This table is our final update on new variable annuity contracts registered with the SEC in 2022; this table contains summaries of 16 contracts…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2022. The table lists nine riders…