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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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New Coverage: Summaries of New VA Contracts Filed with the SEC in 2017

This table commences our coverage of new variable annuity contracts filed with the SEC in 2017 and contains summaries of nine new products…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2017

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

An Update on New VA Contracts and GLWBs Filed This Year

In this report we’ll get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. In our view, industry filing activity in 2017 has...

Reviewing Variable Insurance Fund Filings from March, 2017

This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms…

Update: Notable VA Product Changes in 2016

This spreadsheet is the final version of our coverage of notable variable annuity product changes in 2016; during the year we noticed a wide variety of tweaks and modifications…

Thinking About the Variable Annuity Business in 2016 – and Beyond

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

Update: Variable Insurance Volatility-Managed Portfolios

This is our final update of our spreadsheet of variable insurance volatility-managed portfolios for 2016. By our count there were 212 such portfolios in operation at year end, containing $256 billion in assets…

An Update Regarding Variable Managed-Volatility Portfolios in 2016

In this report we’ll conclude our coverage of variable managed-volatility portfolios in 2016, citing data compiled from trust annual reports filed with the SEC..

Reviewing Variable Insurance Fund Filings from February, 2017

This report contains our customary coverage of noteworthy variable fund filings from the prior month. During February we noticed a number of new registrations, including some that will pursue alternative investment and managed-volatility strategies, which...