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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 2019

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 14 riders…

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

This table updates our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 14 new products…

Protective Registers New VA Contract with Lifetime Withdrawal Benefit

Not long ago we saw a variable annuity filed by Protective Life which contained a new guaranteed lifetime withdrawal benefit (GLWB) whose elements will be subject to change via rate sheet – a first for...

New Structured Annuities on the Way – Plus Notes from Other Filings

In this commentary we’ll get caught up with recent developments in structured annuities – there was a new registration and the launch of one that had been in the pipeline – and we’ll also cover...

Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

Reviewing Variable Insurance Fund Filings from July, 2019

In our view, July was a very busy month in terms of variable insurance fund filing activity, a time in which we saw a number of interesting developments that we’ll share in this commentary...

John Hancock Files New Variable Annuity Benefit Buyback Program

This year we’ve seen a number of variable annuity guaranteed benefit buyback offers, and in this report we’ll cover one filed not long ago by John Hancock. It is tentatively scheduled to commence in the...

More Thoughts on VA Living Benefits – and Clarifying an RMD Provision

In this report we’ll discuss industry trends in election rates of guaranteed living benefits (GLBs), citing data from LIMRA, and make a correction to our coverage last week of a new lifetime withdrawal benefit from...

An Update on VA Lifetime Withdrawal Benefits and Rate Sheets

In this commentary we’ll review a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) filed recently by Nationwide, and touch on some recent trends in rider rate sheets, which seem to point to a de-risking...