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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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Tendencies in New VAs and Lifetime Withdrawal Benefits Filed this Year

This report will discuss variable annuity product trends and serve as a companion piece to the new Featured Research we published today covering new VA contracts and lifetime withdrawal benefits registered with the SEC so...

Musings on the VA Industry as Q1 Ends – and on Recent Product Filings

The first quarter will conclude tomorrow and it’s our view that variable annuity business sales probably did not pick up very much, if at all, during that time period…

Reviewing Variable Insurance Fund Filings from February, 2015

This February we saw a fairly large number of new variable insurance funds get registered with the SEC, which is typical for the time of year, as insurers prepare to update their products in May....

Brief Thoughts on 2014 Annuity Sales – and the Future of the Business

We reviewed fourth quarter and full-year 2014 annuity industry sales and they came out pretty much as we expected they would – variable annuity production was down but fixed annuities, led by those of the...

An Update on Recent Variable Annuity Product and Rider Filings

In this report we’ll get caught up with variable annuity contracts and benefits that were filed over the past month; the batch included a mix of benefit revisions and wholly new ones, many of which...

VA Industry Sales Growth in Q4 Looks Doubtful to Us, All Things Considered

As is our practice each quarter, we reviewed earnings results for selected stock-traded insurers we track regularly, and came to the conclusion that for most of them, variable annuity operations performed more or less in...

Several Insurers Filed New VA Contracts That Will Debut Later This Year

Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...

Reviewing Variable Insurance Fund Filings from December, 2014

This past December we saw no new registrations of variable insurance funds, but that isn’t out of the ordinary because filing activity usually slows down late in the year. In any event, plenty of other...