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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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All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Update: Summaries of Contingent Annuity Contracts

This table contains summaries of contingent annuity contracts, which are products built to wrap living benefits around retail mutual funds and brokerage accounts, dating to when the first ones were filed, back in 2006…

Update: Summaries of New VA Contracts Filed in 2008

This is our final update of new variable annuity contracts filed with the SEC in calendar year 2008…

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table updates our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs)…

Update: Summaries of VA Lifetime Withdrawal Benefits Filed in 2008

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2008…

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still available for sale…

Update: Summaries of New VA Lifetime Withdrawal Benefits Filed in 2007

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2007…

Update: Summaries of New VA Contracts Filed in 2007

This grid updates our coverage of variable annuity contracts initially registered with the SEC in 2007…

New Coverage: Summaries of Selected VA Guaranteed Minimum Accumulation Benefits

This table commences our coverage of variable annuity Guaranteed Minimum Accumulation Benefits (GMABs) that we have identified as still being for sale, including several new ones that have launched recently…

New Coverage: Summaries of Selected New Variable Annuity Contracts

This table commences our coverage of new variable annuity contracts filed recently with the SEC…