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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: 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…

New Coverage: Notable VA Product Changes in 2013

This spreadsheet commences our coverage of noteworthy variable annuity product changes and developments in 2013; as the year progresses we will provide updates to this grid…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

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

Update: New Variable Annuity Contracts Filed in 2013

This grid updates our coverage of new variable annuity contracts filed with the SEC in 2013…

Update: New Variable Annuity Contracts Filed in 2013

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

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

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

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our tracking of variable insurance volatility-managed funds, including asset data up through the fourth quarter of 2012…