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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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An Update on Recent Variable Annuity Product and Rider Filings

In this report we’ll get caught up with variable annuity contracts and benefits that were filed over the past month; the batch included a mix of benefit revisions and wholly new ones, many of which...

Reviewing Variable Insurance Fund Filings from January, 2015

In January we saw a substantial number of new variable fund registrations filed with the SEC, and it looks like most of them will debut during the May prospectus update season. In this report we...

VA Industry Sales Growth in Q4 Looks Doubtful to Us, All Things Considered

As is our practice each quarter, we reviewed earnings results for selected stock-traded insurers we track regularly, and came to the conclusion that for most of them, variable annuity operations performed more or less in...

Several Insurers Filed New VA Contracts That Will Debut Later This Year

Last week a few insurers registered new variable annuity contracts that won’t launch until several months from now – and some of their key elements not yet fully fleshed out – so in this commentary...

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...

Update: Summaries of New VA Contracts Filed with the SEC in 2014

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2014…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed in 2014

This table is our final update to our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2014…

Update: Notable VA Product Changes in 2014

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2014…

Jackson National Files to Offer New Death Benefits in April

If anyone had doubts that Jackson National wants to maintain its leadership position in variable annuity sales, those would have to be dispelled by the company’s filing last week of new guaranteed minimum death benefits...