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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 Variable Insurance Fund Filings from January, 2009

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table updates our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs)…

Shining a Spotlight on GMIBs – Competitors Look for the Lucky Number

Following up on our last report covering lifetime withdrawal benefits, this week we’re going to focus on variable annuity Guaranteed Minimum Income Benefits (GMIBs), because tweaks and modifications have been taking place that we think...

Update: Summaries of VA Lifetime Withdrawal Benefits Filed in 2008

This table finalizes our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2008…

Phased Cutbacks to Benefits Continue, May Updates Start to Come In

This week we intended to focus exclusively on developments in variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) however we will mention a few notable changes to other benefit categories, since a few interesting things have...

Evaluating the Cycle of Change and What it Means for the VA Business

These are very interesting times for the variable annuity industry, if for no other reason than the sheer amount of product and feature amendments that have been occurring since late last year. We think that...

Reviewing Variable Insurance Fund Filings from December, 2008

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Further Rider Downshifts Portend Changes on the VA Competitive Landscape