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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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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...

Variable Annuity Sales for Some Stock-Traded Insurers Improved in 4Q20

As we customarily do each earnings season, we combed through the annuity results of selected stock-traded insurers and this time found that for most of them, their experience over the latter part of 2020 mirrored...

Covering a Very Active VA Product Pipeline of the Past Few Months

Since the annuity industry has been facing stiff headwinds of late, due to the COVID-19 crisis, market volatility and historically low interest rates, one might not expect the brisk level of activity we have been...

Reviewing Variable Insurance Fund Filings from January, 2021

Last month we saw plenty of evidence that emerging fund types that have gained traction on the retail side – namely defined outcome portfolios and those that pursue environmental, social and governance (ESG) investing –...

Notes on New Registered Index-Linked Annuities – and Related Issues

It wasn’t that long ago that we discussed trends in registered index-linked annuities (RILAs), however we now feel we must do so again, since several new ones were filed with the SEC recently. This, we...

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs), also known at times as structured annuities; it contains summaries of products currently for sale and new registrations from 2020 and early 2021…

Wrapping Up Coverage of Variable Annuity Product Filings from 2020

In this report we’ll offer up our closing thoughts on variable annuity product filings from 2020, a year which saw an increase in de-risking activity on the part of insurers, as some major names are...

Update: Summaries of New VA Contracts Filed With the SEC in 2020

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 37 new host contracts…