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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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Most VA Insurers Continue in Rider Pullback Mode as New Year Begins

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Reviewing Variable Insurance Fund Filings from November, 2008

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

Update: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table contains summaries of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still available for sale…

Pace of VA Changes is Ramping Up: Price Increases, Benefit Revisions, More

Judging by the sheer amount of activity from variable annuity insurers recently – most of them are trimming the richness of their benefit guarantees and/or raising pricing – we think it’s safe to say the...

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…