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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 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…

Update: Summaries of New VA Contracts Filed in 2010

This table is our final update to our list of new VA contracts filed with the SEC in the year 2010…

Update: Notable Variable Annuity Product Changes, 2010

This spreadsheet is a final update to our tracking of notable variable annuity industry product changes made in 2010…

New Coverage: Summaries VA Lifetime Withdrawal Benefits Filed in 2011

This table commences our coverage of new variable annuity lifetime withdrawal benefits filed thus far in 2011…

Update: Summaries of Contingent Annuity Contracts

This is an update of a grid with summaries of contingent annuities filed with the SEC, reflecting some of the latest developments in this product type…