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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: 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...

Update: Variable Insurance Volatility-Managed Portfolios

This is the final update to our spreadsheet of variable insurance volatility-managed portfolios for asset data from 2017. By our count, at the end of the year there were 210 such portfolios in operation, containing...

An Update on Variable Managed-Volatility Portfolios Through 4Q17

This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017…

Reviewing Variable Insurance Fund Filings from January and February, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…

Another Update – On Variable Annuity Product Filings of Recent Weeks

In this report we’ll get caught up on variable annuity products that were filed from mid-February into early March. Included in this batch were a few enhancements to guaranteed living benefits, making us think that...

Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...