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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 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…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the end of 2015. By our count there were 211 such portfolios in operation at quarter end, containing more than $242 billion in assets....

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…