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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: 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…

Update: Summaries of New VA Contracts Filed in 2009

This grid, an update of one we last published in October, contains summaries of 55 variable annuity contracts (not including certain individual share class options) initially registered with the SEC in 2009…

Update: Notable VA Product Changes, 2009

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred this year…

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table, with summaries of 19 variable annuity Guaranteed Minimum Income Benefits (GMIBs) from around the industry, is an update of a grid we put out on February 9…most of the riders mentioned in it...

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)…