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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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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...

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...

An Update on Variable Annuity Product Filings from Recent Months

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...

An Update on New VA Lifetime Withdrawal Benefits Filed in 2019

In this report we’ll provide an update on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as we’ve seen a few come through recently – some on new contracts...

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...

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...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

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...