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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.

Update: Summaries of New VA Contracts Filed with the SEC in 2013

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2013…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the third quarter of this year. By ourĀ estimate assets in these funds grew to exceed $126 billion, with 149 portfolios in operation…

Update: New Variable Annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed with the SEC in 2013

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: Summaries of New VA Contracts Filed with the SEC in 2013

This table updates our coverage of new variable annuity contracts registered with the SEC in 2013…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the second quarter of this year. By our count, 28 new vol-control funds commenced operations in 2Q13, and assets all such funds...

Update: New Variable Annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed with the SEC in 2013

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: Summaries of New VA Contracts Filed with the SEC in 2013

This table updates our coverage of new variable annuity contracts registered with the SEC so far in 2013…

Update: In-force Variable Annuity Guaranteed Minimum Income Benefits (GMIBs)

This grid updates our coverage of all variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still for sale in the industry…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, including assets through the first quarter of 2013…