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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 Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

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

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 included some interesting products geared to fee-based advisors that have been registered of late…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $250 billion in assets…

New Coverage: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table summarizes five GMIBs that, according to our records, are still available for sale, on variable annuity contracts offered by AXA Equitable, Lincoln National and New York Life…

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…