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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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Making Sense of All the Movement – VA Contracts, Riders Set for Q4 Debuts

This week we’ll comment on an assortment of recent product moves within the variable annuity space, and we must say that we aren’t seeing a major slowdown in the rate of activity, as there are...

Competition, Downturns, Volatility – What’s Been on People’s Minds in Q3

The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...

Update: Summaries of New VA Contracts Filed in 2007

This grid updates our coverage of variable annuity contracts initially registered with the SEC in 2007…

Variable Annuity Contract Notes: Checking Back in on the Newest Registrations

Over the past several weeks we’ve taken some time to pore over new variable annuity contract registrations, including those we started monitoring last year, and in this commentary we’ll discuss what we learned from that...

Reviewing Variable Insurance Fund Filings from August, 2008

This week we return to our monthly task of commenting on SEC filings related to variable insurance portfolios, and during August we noticed interesting new registrations and amendments that we believe have a direct connection...

An Update – Directions in Variable Annuity Guaranteed Living Benefit Assets

Recently we devoted some more time to sifting through insurers’ financial documents to gather data on variable annuity guaranteed living benefit account values, because we believe the data provide clues as to product priorities around...

Atypical Designs in Variable Annuity GLWBs Sold in the State of New York

Anyone who’s been around the industry for awhile knows that the state of New York does things differently than most other jurisdictions, usually placing very firm restrictions on policies and features before they are approved....

Reviewing Variable Insurance Fund Filings from July, 2008

It’s once again time for us to check in on variable insurance fund filings, a task we perform each month, and July was pretty active, as we identified 10 new registrations, with some unique offerings...

VA Deposits, Net Flows in 2Q08 – A Few Bright Spots Amid Cloudy Skies

Now that Q2 earnings season has wrapped up for variable annuity insurers we usually cover, we saw that deposits and net flows of most of them dropped, however a few had increases. In this commentary...