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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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New Coverage: Notable VA Benefit Rate Sheet Changes in 2020

This new spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 78 entries…

Update: Notable VA Product Changes in 2020

This is a new version of our spreadsheet of noteworthy variable annuity product changes that have been filed so far in 2020; it contains 62 entries…

New Coverage: Notable VA Product Changes in 2020

This spreadsheet contains our initial coverage of noteworthy variable annuity product changes that occurred so far in 2020; it contains 37 entries…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2019. By our count, at the end of the year there were 208 such portfolios in operation, containing nearly $280 billion in assets…

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

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

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

This table commences our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of nine new products…

Update: Notable VA Product Changes in 2019

This spreadsheet contains our final update to our coverage of noteworthy variable annuity product changes that occurred in 2019; it contains 107 entries…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2019

This table concludes our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2019 and contains summaries of 29 riders (inclusive of New York versions)…

Update: Summaries of New VA Contracts Filed With the SEC in 2019

This table is our final update to our coverage of new variable annuity contracts filed with the SEC in 2019 and contains summaries of 34 new host contracts…