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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 updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2015. By our count there were 211 such portfolios in operation at quarter end, containing a bit more than $235...

Update: Notable VA Product Changes in 2015

This is our final update to our spreadsheet covering notable variable annuity product changes that occurred in 2015…

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This is our final update to our table summarizing new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed in 2015…

Update: Summaries of New VA Contracts Filed with the SEC in 2015

This is our final update to our table summarizing new VA contracts registered with the SEC in 2015…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the second quarter of 2015. By our count there were 206 such portfolios in operation at quarter end, containing about $234 billion in assets…

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

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 2015

This table updates our coverage of new variable annuity contracts filed with the SEC in 2015 and we have endeavored to capture noteworthy changes to the initial registrations…

Corrections: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This table corrects our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2015; it includes benefits that were inadvertently omitted in our prior research posted last week…

Corrections: Summaries of New VA Contracts Filed with the SEC in 2015

This table corrects our coverage of new variable annuity contracts filed with the SEC in 2015; it includes products that were inadvertently omitted in our prior research…