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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 Variable Managed-Volatility Portfolios Through 4Q20

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2020. By our count, at the end of the fourth quarter there were 203 such portfolios in operation, containing nearly $281 billion in assets…

Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs), also known at times as structured annuities; it contains summaries of products currently for sale and new registrations from 2020 and early 2021…

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…