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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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The “De-Risking” Process Ramps Up Around the Variable Annuity Business

We’re figuring that the myriad reductions variable annuity insurers have been making to their benefits and features signal the potential for reduced deposits and net flows for the industry, not to mention big shifts in...

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...

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...

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...

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....

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...

VA Guaranteed Accumulation Benefits – More Popularity in the Offing?

In the variable annuity marketplace guaranteed living benefits have certainly proven their worth, although there are some types that have just not gotten as much acceptance as others for various reasons. Even so, it’s our...

An Up-and-Coming Product Line – VAs for Defined Contribution Plans, Rollovers

As more Baby Boomers reach retirement age, financial services firms will be competing over who will manage the trillions of dollars these folks have socked away in their defined contribution (DC) plans. We anticipate a...