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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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Update: Summaries of New VA Contracts Filed With the SEC in 2020

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of 37 new host contracts…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2020 and contains summaries of 13 riders (inclusive of New York versions)…

Update: Notable VA Product Changes in 2020

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred last year; it contains 113 entries…

An Update on Variable Managed-Volatility Portfolios Through 3Q20

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the third quarter there were 203 such portfolios in operation, containing $264 billion in assets…

Update: Notable VA Benefit Rate Sheet Changes in 2020

This spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 132 entries…

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the second quarter there were 204 such portfolios in operation, containing nearly $259 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have...

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

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

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets…