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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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Reviewing Recent Pre-Effective Amendments to VA Contact Registrations

This report will provide a quick update on amendments to new variable annuity contracts registered earlier in the year – most of them designed for fee-based advisors – which should launch fairly soon…

More on Fee-Based VA Contracts – And Other Recent Developments

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…

More Rate Sheets – And Fee-Based Contracts – Entering the VA Space

A number of interesting new contracts and optional guaranteed benefits were filed with the SEC recently, leading us to believe the industry is sprucing up its products in sort of a “back to school” mode...

Another New Contract From Jackson – and Other Recent VA Filings

In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...

Jackson National Files New Variable Annuity for Fee-Based Advisors

This week we’ll discuss a new variable annuity filed by Jackson National designed to be sold through fee-based advisors, which may be an indication that new Department of Labor fiduciary rules – set to come...

Concerning the RIA Market – and Noteworthy Product Filings

The number of variable annuity contracts designed for fee-based financial advisors has been growing of late, and in this commentary we’ll share some thoughts as to the why this is happening, and weigh in on...