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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 2014, and incorporates some adjustments to the data set. By our count there were 190 such portfolios in operation, containing...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2014

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 2014

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2014…

Update: Variable Insurance Volatility-Managed Portfolios

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the second quarter of 2014. By our count there were 187 such portfolios in operation, containing $200.2 billion in assets…

New Coverage: Notable VA Product Changes in 2014

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…

Update: Variable Insurance Volatility-Managed Portfolios

We have just posted an updated spreadsheet of variable insurance volatility-managed portfolios, with data through the first quarter of 2014. By our count there were 173 such portfolios in operation, containing $154.3 billion in assets…

New Coverage: Summaries of Invesment-Only Variable Annuities (IOVAs)

This table contains capsule summaries of a fast-growing subset of the VA contract universe: Investment-Only Variable Annuities (IOVAs), both those that are currently for sale and ones that are in the pipeline…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2014

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 2014

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2014…