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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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Further Thoughts About Variable Annuity Benefits With Rate Sheets

This will be a brief follow-up to our last commentary in which we’ll discuss variable annuity guaranteed living benefits (GLBs) that incorporate rate sheets which allow insurers to change benefit elements periodically for new sales…

Concerning New VAs Filed by Ameriprise – With Rider Rate Sheets

This week we’ll discuss new variable annuities registered recently by Ameriprise Financial all of which include updates to existing guaranteed living benefits that, for the first time, will have features that may be set by...

Reviewing Variable Insurance Fund Filings from December, 2018

This commentary contains our customary review of variable fund-related filings from the prior month. In December we saw a smattering of new registrations plus numerous investment platform changes, including sub-advisory replacements and proposed mergers….

Update: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2018

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2018; we counted 15 new riders filed during that year…

Update: Summaries of New VA Contracts Filed with the SEC in 2018

This is our final update to our table containing summaries of new VA contracts registered with the SEC in 2018. We counted 24 new products registered during the year…

Update: Notable VA Product Changes in 2018

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2018; in it there are 96 moves insurers made throughout the year…

Reviewing Next-Generation VAs Registered by Jackson National

In this report we’ll cover several new variable annuities filed late last year by Jackson National which are updates to existing products; all of them will include new guaranteed death and living benefits and various...

Our Year-End Review of How the VA Industry Performed In 2018

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

Update: Variable Insurance Volatility-Managed Portfolios

This is an update to our spreadsheet of variable insurance volatility-managed portfolios for 2018 with assets through the third quarter. By our count, at the end of Q3 there were 203 such portfolios in operation,...