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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: 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...

A Season of Change: VA Sales Fall as Insurers Cut Back on Their Products

The year 2012 was a time when insurers made reductions to their variable annuity products: these moves included the trimming of guarantees, fee increases, closures of contracts and riders, installation of tighter investment restrictions, cuts...

MetLife’s New Index Annuity – An Example of Reverse Engineering

Last week we shared a rumor that a few insurers were planning to come out with renditions of AXA Equitable’s Structured Capital Strategies, a hybrid index/variable annuity, and said we had not seen a filing...

A Holiday Respite? VA Product Activity Seems to be Simmering Down

Over the past few weeks the pace of product filing in the variable annuity business has slowed, as has the amount of chatter coming through the rumor mill, and we attribute these conditions to the...

Why Did VA Industry Sales Decline in Q3? There Were Multiple Reasons

According to leading industry research firms, variable annuity sales dropped in the third quarter, and we weren’t too surprised by that, given the kind of moves insurers have been making of late. Furthermore we expect...

Reviewing Variable Insurance Fund Filings from October, 2012

This October we thought that the rate of variable fund filing activity with the SEC was about what we usually see this time of year. There were relatively few new portfolio registrations. A continuing trend...

VA Insurers Look to Ease Back Carefully on Their Benefit Guarantees

Most leading variable annuity insurers are seeking to lower their sales of guaranteed benefits, but want to do so gradually, even if that means making multiple de-risking moves in fairly quick succession. The sheer number...