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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 updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of nine riders…

Reflecting on Ohio National’s Decision to Depart the Annuity Business

It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...

Reviewing Variable Insurance Fund Filings from August, 2018

August was another lively month for variable fund-related filings as there were a few new registrations, some new classes, and a host of interesting changes…

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

This table updates our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of 18 new products…

Another Update – on Recent Variable Annuity Product Filings

In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

Reviewing Variable Insurance Fund Filings from July, 2018

In July variable insurance fund filing activity was fairly vigorous, which is not usual for the time of year. We noticed heightened amounts of sub-advisory replacements and fee adjustments, which we’ll cover in this report…

New Coverage: Summaries of Structured Annuities

This table contains summaries of 31 structured annuities that, according to our records, are currently for sale in the industry…

An Update on Current Trends in Structured Annuity Products

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...