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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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Insurers are Preparing VA Product Changes for May – and Beyond

In recent SEC filings we’ve seen interesting variable annuity developments scheduled to take place either during the May prospectus update season – typically the time when insurers update or launch new products – or even...

Update: Notable VA Product Changes in 2015

This is our final update to our spreadsheet covering notable variable annuity product changes that occurred in 2015…

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This is our final update to our table summarizing new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed in 2015…

Update: Summaries of New VA Contracts Filed with the SEC in 2015

This is our final update to our table summarizing new VA contracts registered with the SEC in 2015…

Tendencies We Noticed – in VA Product Filings and Changes in 2015

In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…

Notes on New Variable Annuity Contracts Filed Recently With the SEC

This report will cover a number of new variable annuity contracts registered last week, which to us provide evidence that the industry product pipeline is beginning to pick up…

Reviewing Variable Insurance Fund Filings from December, 2015

In December, we noticed a few new variable fund registrations – nearly all of them fixed income offerings – plus familiar themes from prior months. In particular, there were quite a few instances of money...

VA Product Update – Covering Filings From Late Last Year, Into 2016

In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...

A Rough Market Start – Does it Portend Anything for Annuities?

Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...