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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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Insurers Are Creating More Optionality Within Their VA Contracts, Riders

Due to the constant stream of product changes occurring around the industry, variable annuity insurers are finding they must make adjustments much quicker than ever before, in order to respond to market conditions and moves...

Leading VA Insurers Are Following Through with Pending De-Risking Moves

In this commentary we’ll discuss some variable annuity product reductions from leading insurers that have been in the pipeline and will be implemented soon. It’s our feeling that these moves provide evidence that most of...

Update: Selected VA Guaranteed Minimum Income Benefits (GMIBs)

This updated table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are either still for sale in the industry, or will be rolling out soon…

Reviewing Variable Insurance Fund Filings from November-December, 2012

It’s been our habit to provide a regular review of noteworthy variable insurance fund filings each month, however during the holiday season there were other product happenings that got us a little behind in that...

Thinking About Retrenchment – and Related Themes Affecting the VA Market

Variable annuity product filing has been a bit slow of late, so in this commentary we will take a step back and reflect on the subject of retrenchment within the industry, how most insurers are...

VA Insurers Are Picking Up Where They Left Off – With More Product Changes

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…

Update: New VA Contracts filed in 2012

This table is our last update to our coverage of new variable annuity contracts initially registered with the SEC in calendar year 2012…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2012

This table is our last update of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed with the SEC in calendar year 2012; we endeavored to capture any changes to these riders since they were...

Update: Notable VA Industry Product Changes in 2012

This spreadsheet is our last update for noteworthy variable annuity product changes that occurred in 2012; this list includes changes scheduled to take effect this year, as well as others whose dates have not yet...