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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: 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...

New Coverage: Variable Insurance Volatility-Managed Portfolios

This spreadsheet is a comprehensive list of all variable insurance volatility-managed portfolios that were in operation through the second quarter of 2012…

Update: Comprehensive List of In-force GLWBs

This table provides capsule summaries of all variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) that, according to our records, are still available for sale; it is an update to a table we posted last September...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2011

This grid is our final update of our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2011…

Update: New Variable Annuity Contracts Filed in 2011

This grid is our final update to our coverage of new variable annuity contracts filed with the SEC in 2011…

Update: Selected Guaranteed Minimum Income Benefits

This grid updates our coverage of selected Guaranteed Minimum Income Benefits (GMIBs), including references to some riders that were recently closed…

Update: Summaries of Contingent Annuity Products

This table updates our coverage of contingent annuity products filed with the SEC since they were first introduced to the industry…

New Coverage: Comprehensive List of In-force GLWBs

This grid is our comprehensive list with summaries of variable annuity lifetime withdrawal benefits that are currently available for sale around the industry; it currently contains more than 100 different riders from a host of...

Update: Specialty Guaranteed Minimum Death Benefits

This grid is an update to our coverage of specialty Guaranteed Minimum Death Benefits (GMDBs) that work in tandem with various living benefits…