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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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Initial Coverage: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers three contracts, not including instances where a product was refiled…

Initial Coverage: Variable Defined-Outcome Portfolios

This spreadsheet contains data on the first variable defined-outcome portfolios; at the end of 2021 we counted 13 portfolios in operation, which held $37 million in assets…

An Update on Variable Managed-Volatility Portfolios Through 4Q21

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2021. By our count, as of December 31 there were 197 such portfolios in operation; assets grew slightly from the prior quarter to nearly...

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet concludes our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 76 entries…

Update: Notable VA Product Changes in 2021

This spreadsheet covers notable variable annuity product changes in 2021 and contains 82 entries…

Summaries of New VA Contracts Registered With the SEC in 2021

This table is our final update on new variable annuity contracts registered with the SEC in 2021; this table contains summaries of 23 new host contracts…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2021. The table lists 18 riders, inclusive of New York-specific versions…

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021

This table contains our final update on new registered index-linked annuities (RILAs) filed with the SEC in 2021. This table covers 15 contracts, not including instances where a product was refiled…

An Update on Variable Managed-Volatility Portfolios Through 3Q21

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...