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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: 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 so far in 2015 and it includes changes that have been made to some initial registrations that have been made through...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2015. In this update we have included certain portfolios that we inadvertently omitted in our past coverage. By our count...

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

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

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

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2015…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the fourth quarter of 2014, and incorporates some adjustments to the data set. By our count there were 193 such portfolios in operation, containing...

Update: Summaries of New VA Contracts Filed with the SEC in 2014

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2014…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed in 2014

This table is our final update to our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2014…

Update: Notable VA Product Changes in 2014

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2014…