List of Articles

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.

List of Articles

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Posted By: Steven D. McDonnell Posted On: Jan 09, 2006

Generally speaking, we think the path insurance is taking is towards ever more commoditization, with products built for specialized purposes. Such movement has been occurring in the annuity business for quite some time and lately, similar ideas are starting to migrate over to variable life...


Posted By: Steven D. McDonnell Posted On: Dec 19, 2005

One of the more significant developments in variable insurance over the past few years has been the emergence of various kinds of funds-of-funds as dominant in terms of gathering net new flows…


Posted By: Steven D. McDonnell Posted On: Dec 12, 2005

In looking at third quarter results for the variable annuity business, we note that some companies with improving sales and market shares did not necessarily see their overall rankings change correspondingly; indeed, some kept the same positions, others actually moved down...


Posted By: Steven D. McDonnell Posted On: Dec 05, 2005

In approaching the annuity business, we must admit, at times, to conflicting feelings. For one thing, we believe in the value of these products, regardless of type: fixed, variable, index, deferred, immediate and all types beyond and between...we encourage people to buy them and use them, and that means use them for what they were intended to do,


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