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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: 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…

New Coverage: New Variable Annuity Contracts Filed in 2013

This grid commences our coverage of new variable annuity contracts registered with the SEC so far in 2013…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2013

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

Update: Selected VA Guaranteed Minimum Income Benefits (GMIBs)

This updated table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are either still for sale in the industry, or will be rolling out soon…

Update: New VA Contracts filed in 2012

This table is our last update to our coverage of new variable annuity contracts initially registered with the SEC in calendar year 2012…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2012

This table is our last update of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed with the SEC in calendar year 2012; we endeavored to capture any changes to these riders since they were...

Update: Notable VA Industry Product Changes in 2012

This spreadsheet is our last update for noteworthy variable annuity product changes that occurred in 2012; this list includes changes scheduled to take effect this year, as well as others whose dates have not yet...