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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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Reviewing Variable Insurance Fund Filings from April, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity…

Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in Q1

First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…

More on New VA Lifetime Withdrawal Benefits – and Other Product Notes

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

Notes on Recent Rate Sheet Updates – and Other Notable VA Filings

In this report we’ll comment on recent filings of rate sheets for variable annuity benefits, plus cover some other product developments we found noteworthy, including Lincoln National’s disclosure of rider adjustments it will make in...

New GLWB from Midland National Blends FIA Features into a VA

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...

Reviewing Variable Insurance Fund Filings from March, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to...

Update: Notable VA Product Changes in 2017

This spreadsheet contains our coverage of noteworthy variable annuity product changes that occurred in 2017; in it there are 115 moves insurers made throughout the year…

Update: Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2017

This table concludes our coverage of new variable annuity guaranteed lifetime withdrawal benefits filed with the SEC in 2017; we counted just five new riders filed during that year…

Filing Roundup – Regarding VA Product Moves, Including Ones from 2017

This report contains a brief update to our tracking of variable annuity product filing activity – which continues to be relatively slow – and a short summary of an interesting new variable and index-linked life...