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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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A Quick Overview of VA Product Changes and Rate Sheet Updates

The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep...

Regarding Equitable – its VA Business and Near-Term Prospects

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....

Another Roundup – of VA Product Moves From Recent Filings

Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...

“To Be Expected” – Insurers Cut VA Benefits in Response to Market Upheaval

Given the turmoil in the financial markets it’s only natural to think that variable annuity insurers would start to de-risk in earnest, and they have been – we have seen numerous products cutbacks come through...

Some Thoughts Regarding the Proposed Jackson National IPO

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter...

Reviewing Variable Insurance Fund Filings from February, 2020

February is usually when many new variable portfolios are registered in preparation for the May prospectus update season and such was again the case this year. During the month we also noticed quite a few...

Covering a New GLWB – and Recent Benefit Rate Sheet Updates

In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit...

Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

Notes on Interesting New Variable Annuities Filed in Early 2020

This will be a brief report covering new variable annuities registered with the SEC lately – which we think provide an early indication as to what kind of products will be popular in 2020...