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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 January, 2020

In January multiple new variable insurance funds were filed with the SEC – including an ESG offering – while the most noteworthy changes to existing funds, in our view, involved sub-advisory replacements and proposed liquidations...

Update: Notable VA Product Changes in 2019

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred in 2019; it contains 107 entries…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2019 and contains summaries of 29 riders (inclusive of New York versions)…

Update: Summaries of New VA Contracts Filed With the SEC in 2019

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts…

Wrapping Up Coverage of Variable Annuity Product Filings from 2019

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

Notes on Interesting New Variable Annuities Filed in Early 2020

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...

Reviewing Variable Insurance Fund Filings from December, 2019

This report is our last installment of our monthly coverage of notable variable insurance fund filings from 2019. In December we didn’t see many new fund registrations, but there was no shortage of changes and...

An Update on VA Product Filings from Late 2019 to the Present

In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...

Our Customary Quick Take on How the VA Industry Performed In 2019

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...