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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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Benefit Bases, Risks and Related Competitive Matters on the VA Scene

By now it’s obvious that in the variable annuity business leading players have either started to cut back on the generosity of their guaranteed benefits or are thinking strongly about doing so, since the downturn...

Reviewing Variable Insurance Fund Filings from October, 2008

In this report we’ll offer our usual coverage of noteworthy variable insurance fund filings from the month before – in this case, October – and make some observations on recent developments in investment options around...

A Shift in the Living Benefit Arms Race – VA Insurers Start to Scale Back

In the past six years the variable annuity industry has been marked by fierce competition between insurers over who has the richest guaranteed living benefits, a phenomenon that has come to be known as the...

Update: Summaries of New VA Lifetime Withdrawal Benefits Filed in 2007

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2007…

Q3 Commentary Part II – Risks, Returns are Main Themes in VA Insurers’ Reports

In wrapping up our third quarter reporting on selected variable annuity insurers, we’ll say that it seems clear that for now, investors are still reluctant to purchase VAs during troubling market conditions such as the...

Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time

This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...

VA Insurers Are Revising Their Benefits to “Ratchet Down” Risk

To continue discussing our theme of last week, we’re sure that current financial market conditions are forcing variable annuity insurers to re-evaluate the living benefit guarantees they are selling. Third quarter results should provide us...

Musing on the State of Variable Annuities During the Current Market Turmoil

Recently we’ve been contemplating the “value proposition” of the variable annuity, how the product might be positioned and sold given the existing market climate. Earnings season is now underway and we think results from last...

Reviewing Variable Insurance Fund Filings from September, 2008

In this commentary we’ll return to our regular task of covering highlights of variable insurance fund filings from the past month, and in September we saw a wide variety of modifications made to platforms –...