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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 spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the fourth quarter of 2013. We also made some slight improvements in the coverage. By our count there were 167 such portfolios...

Update: Notable VA Product Changes in 2013

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2013…

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

This table is our final update to 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 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 our 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…