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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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VA Benefit Buybacks, Special Offers Come Through in May Filings

While the May variable annuity prospectus update season has been somewhat slower than usual, we did see a few interesting product initiatives filed recently, including instances of buyout programs and other incentives targeting holders of...

Notable Product Happenings from Recent VA Contract Updates

This report will be a brief review of noteworthy product developments coming through in annual variable annuity prospectus updates filed recently with the SEC.  We are sure more interesting changes and modifications will be coming...

New Coverage: Summaries of Invesment-Only Variable Annuities (IOVAs)

This table contains capsule summaries of a fast-growing subset of the VA contract universe: Investment-Only Variable Annuities (IOVAs), both those that are currently for sale and ones that are in the pipeline…

An IOVA Update – Looking at Current Products, Ones Coming to Market

Lately we’ve fielded an increased number of questions about investment-only variable annuities (IOVAs) so in this commentary we will weigh in further about them. We expect more IOVAs to be filed over the near term...

Reviewing Variable Insurance Fund Filings from March, 2014

This report is our regular compilation of noteworthy variable insurance fund filings from the prior month. In our view there wasn’t a large volume of filings in March, which makes us think that insurers submitted...

Jackson to Suspend Death Benefit Sales, Pru Proceeds with IOVA

It’s been sort of slow going in the variable annuity product pipeline of late, however last week we saw a few interesting developments come through from Jackson National and Prudential: the former will be trimming...

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2014

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

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

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2014…

Concerning VA Lifetime Withdrawal Benefits in the Current Environment

In this commentary we’ll discuss recent trends in variable annuity guaranteed lifetime withdrawal benefits (GLWBs), which are still a main driver of industry sales even though most major players have cut back on the generosity...