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

This table corrects our coverage of new variable annuity contracts filed with the SEC in 2015; it includes products that were inadvertently omitted in our prior research…

Clarifying, Correcting Some of Our Recent VA Product Coverage

Variable annuity product filing activity has slowed down of late, which is typical of this time of year, therefore this commentary will be brief – and will tie up some loose ends in our recent...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

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

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

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2015 and it includes changes that have been made to some initial registrations that have been made through...

An Update – on New Variable Annuity Contracts Launching Soon

In this commentary we’ll get caught up with new variable annuity contracts registered with the SEC this year, some of which will be launching fairly soon. Not surprisingly, a good number of these products are...

Thoughts on Q1 Industry Sales – And Various Product Developments

Not long ago, first quarter annuity industry sales figures were released by the major tracking firms and we thought results were about as expected – although we were thinking fixed annuities would do better…

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the first quarter of 2015. In this update we have included certain portfolios that we inadvertently omitted in our past coverage. By our count...

Reviewing Variable Insurance Fund Filings from April and May, 2015

In this report we’ll get caught up with variable insurance fund filings from the prior two months. During that time we noticed a good deal of new registrations and multiple examples of insurers taking action...

AXA Files New GMDB, Other Enhancements on Next-Generation IOVA

We’ve been expecting that insurers will start doing things to make investment-oriented variable annuities (IOVAs) more compelling, and we got some evidence of that recently from AXA, which filed an updated contract that includes a...