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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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New Variable Annuity Contracts and Benefits Filed Recently with the SEC

In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...

On New VA and Structured Annuity Contracts Filed Recently With the SEC

Just when we thought product development pipeline activity had gotten as slow as it could possibly get, we noticed interesting filings last week of new variable and structured annuities, which should launch sometime this year…

Thoughts on VA and Structured Annuity Filings – And Related Topics

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...

An Assortment of VA Product Filings – and Other Items – from April and May

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...

Uncertainty Regarding DOL Rule Negatively Impacted VA Insurers in 1Q17

In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...

DOL Rule-Related Takeaways from the Retirement Industry Conference

Last week we attended the annual LIMRA/LOMA/SOA Retirement Industry Conference, held in Orlando, Florida, and in this report we’ll share some thoughts on a topic that was much discussed throughout the event – the Department...

An Update on New VA Contracts and GLWBs Filed This Year

In this report we’ll get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. In our view, industry filing activity in 2017 has...

More Notes on Lincoln National’s New GLWB – and Other Matters

Due to this being a somewhat slow period in the variable annuity product pipeline, in this report we’ll delve a little further into a new guaranteed lifetime withdrawal benefit from Lincoln National scheduled to launch...

Highlights from Recent VA Filings from February and Early March

In this report we’ll get caught up with notable annuity product filings filed with the SEC from February and early March, including new contracts and benefits as well as modifications to existing ones…