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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 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...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet contains our coverage of variable insurance volatility-managed portfolios for third quarter 2019, which includes some refinements to the data set. By our count, at the end of the quarter there were 209 such...

Reviewing Variable Insurance Fund Filings from November, 2019

This report contains our customary coverage of notable variable insurance fund filings from the prior month. During November we saw one new registration, while the most common changes were sub-advisory replacements, mergers and liquidations, as...

Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…

Update: Summaries of Structured Annuities

This table updates our coverage of structured annuities and contains summaries of 34 currently sold products and three that are still in the pipeline…

A Discussion of Recent Developments in Structured Annuities

Throughout this year we have covered filings related to structured annuities – a product type that has gotten much sales traction of late – and lately we began to feel that a more substantial update...

New Coverage: Notable VA Product Changes in 2019

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred so far in 2019; we will provide a final version of this sheet once the year is done…