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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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Variable annuities
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet commences our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 62 entries…

Initial Coverage: Summaries of New VA Contracts Registered With the SEC in 2022

This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…

Update: Notable VA Product Changes in 2021

This spreadsheet covers notable variable annuity product changes in 2021 and contains 82 entries…

Summaries of New VA Contracts Registered With the SEC in 2021

This table is our final update on new variable annuity contracts registered with the SEC in 2021; this table contains summaries of 23 new host contracts…

Summaries of New VA Contracts Registered With the SEC in 2021

This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…

Summaries of New VA Contracts Registered With the SEC in 2021

This table commences our coverage of new variable annuity contracts filed with the SEC in 2021 and contains summaries of 13 new host contracts…