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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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Reviewing Variable Insurance Fund Filings from June, 2015

This commentary is our customary look back at noteworthy variable insurance fund filings from the previous month. In June there were a few new registrations and yet many more instances – like we’ve seen of...

An Outlook on 2Q15 VA Sales – and Some Notes on Recent Product Filings

Although it will take time for second quarter variable annuity sales data to come out, in this commentary we’ll give our suspicions on how the industry might have moved during that time period. The numbers...

Corrections: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

This table corrects our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2015; it includes benefits that were inadvertently omitted in our prior research posted last week…

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…