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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1035 exchanges
Acquisition
Asset allocation
Benefit buyback programs
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Benefit Rate Sheets
Benefit risk update
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Contingent annuities
Contract exchange programs
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Monthly fund report
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Quarterly earnings report
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Registered Index-Linked Annuities
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Variable annuities
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Year in review report
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…
New Coverage: Summaries of Selected VA Lifetime Withdrawal Benefits
This table initiates our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) currently for sale in the industry…
