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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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Summaries of New VA Contracts Registered With the SEC in 2021

This table commences our coverage of new variable annuity contracts filed with the SEC in 2021 and contains summaries of 13 new host contracts…

Covering Filings of VA Contracts and GLWBs – and a New RILA

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

Reviewing Variable Insurance Fund Filings from March, 2021

In this report we’ll cover variable insurance fund developments from last month. While we saw a reduction in the rate of filing activity, some notable things occurred, such as the registration of a new defined...

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

An Update on Variable Managed-Volatility Portfolios Through 4Q20

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2020. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing nearly $281 billion in assets…

Reviewing Variable Insurance Fund Filings from February, 2021

Variable fund filing activity usually picks up in February, as new offerings are registered so that they can launch in time for the May prospectus season. This year we did see a few new arrivals,...

Some Springtime Storylines for the U.S. Annuity Business in 2021

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…

Commencing Our 2021 Tracking – of VA Benefit Rate Sheet Changes

Since it’s become ever more common for insurers to design variable annuity benefits with components that can be changed periodically via rate sheet, we now consider the monitoring of such benefits as one of the...