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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 New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of six riders…

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

This table updates our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 20 new products…

An Update on New Variable Annuities and GLWBs Filed in 2020

This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 1Q20

We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data...

New Coverage: Notable VA Benefit Rate Sheet Changes in 2020

This new spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 78 entries…

Update: Notable VA Product Changes in 2020

This is a new version of our spreadsheet of noteworthy variable annuity product changes that have been filed so far in 2020; it contains 62 entries…

Catching Up Again – With VA Product and Rate Sheet Changes

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...

Reviewing Variable Insurance Fund Filings from May, 2020

In our view, the rate of variable insurance fund filing activity was slow in May but that was to be expected since new portfolios set to debut this year would have been registered well in...