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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 is our final update to our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2016; it contains summaries of 19 riders…

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

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2016; it contains summaries of 45 new contracts, 26 of them “wrap” products designed for fee-based...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2016. By our count there were 217 such portfolios in operation at quarter end, containing $257 billion in assets…

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…