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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: 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,...

Reviewing Variable Insurance Fund Filings from November, 2018

This commentary contains our customary review of variable fund-related filings from the prior month and a quarterly update on trends in variable managed-volatility portfolios with data through the third quarter…

Various Thoughts – on Variable Annuity Sales and Industry News

In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...

Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry

Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...