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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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Reviewing Variable Insurance Fund Filings from April, 2021

Variable insurance fund filing activity last month was moderate, in our view, but typical of the time of year, because new funds tend to be registered by February at the latest, in order to be...

Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 56 changes…

Noteworthy VA Benefit Rate Sheet Updates, Through Early May

At present, variable annuity insurers who want to be at the top of the sales leaderboard must pull off a bit of a balancing act in our view: they must sell guaranteed living benefits (GLBs)...

Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2021 and contains summaries of 10 riders…

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),...