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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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On Rate Sheets – Rising Rates Help Insurers Enhance Their Benefits

Now that the second quarter is nearly over, we figured it would be a good time to get caught up with trends in variable annuity guaranteed living benefit (GLB) rate sheets, especially since insurers have...

Covering Filings of New VA Contracts and Living Benefit Riders

Now that the year is nearly half over, we thought it would be a great time to get caught up with new variable annuities and guaranteed living benefits (GLBs) that have been registered with the...

An Update on VA Rate Sheet Trends from 2021 Into this Year

It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...

Notes on Interesting New Annuity Products Filed in Early 2022

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

Wrapping Up Coverage of Variable Annuity Product Filings from 2021

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

A Roundup of VA Product Filing Activity of Recent Months

This report will be an overview of recent variable annuity product development activity that we have not covered yet in these pages. Even though the year is winding down, the industry is still coming up...

An Update on New VA Contracts, Living Benefits and More

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

A Few Thoughts on VA Spinoffs – and Notable Product News

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...