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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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Concluding Notes on VA Lifetime Withdrawal Benefits Filed in 2016

In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will...

An Update on VA Contract Registrations from Last Year – Into This

In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…

Reviewing Variable Insurance Fund Filings from December, 2016

With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios…

Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time

As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...

Reviewing Variable Insurance Fund Filings from November, 2016

This report contains our regular coverage of notable variable insurance fund filings from the prior month. During November we saw a number of new registrations and other interesting things, including multiple proposed fund mergers and...

Taking a Moment to Think About VA Benefit Values, Net Amount at Risk

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...

Reviewing Variable Insurance Fund Filings from October, 2016

In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations…

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

New VA Ideas from Lincoln National – and Other Notable Filings

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...