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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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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…

Update: Summaries of Selected VA Guaranteed Minimum Accumulation Benefits

Update: Notable Variable Annuity Product Changes, 2009

This is an update of our table summarizing notable variable annuity industry product developments from the year 2009; for the first time we are providing it in Excel format, which we hope will be appreciated...

Update: Summaries of VA Lifetime Withdrawal Benefits Filed in 2009

This is an updated version of our table covering new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed in 2009…