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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Year in review report
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2021. The table lists 18 riders, inclusive of New York-specific versions…
Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2021 and contains summaries of 10 riders…
Notable VA Benefit Rate Sheet Changes in 2021
This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…
