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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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Seeing the Connection Between Complexity and Regulation in the VA Business

This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...

Despite Allure of Withdrawal Benefits, GMIBs Retain Considerable Popularity

Even though there are many more lifetime withdrawal benefits on the variable annuity scene today, we maintain that Guaranteed Minimum Income Benefits (GMIBs), due to their unique attributes, are still highly valued by financial advisors,...

Reviewing Variable Insurance Fund Filings from August, 2007

For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory...

Keeping Up With the Continuous Stream of New VA Lifetime Withdrawal Benefits

At The Soleares Report we’re resolved to remain on top of the latest variable annuity features and benefits, but the task certainly isn’t easy. Indeed, if we were to focus only on tracking lifetime withdrawal...

Reviewing Variable Insurance Fund Filings from July, 2007

Just as was the case last year, this July there weren’t many new variable funds registered – this time there were only three target maturity funds-of-funds (F-of-Fs) – but there were still plenty of adjustments...

Tracking VA Industry Competitive Moves through Q2 and Beyond

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

Continuing Coverage of Public Insurers’ Variable Annuity Results of 2Q07

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

Getting a Handle on VA Industry Progress – Based on Early Q2 Results

Each quarter, when we review variable annuity deposit and net flow results of publicly-traded insurers, we’re also trying to get some idea as to how the industry as a whole might be doing. We’ve performed...

No Summer Vacation for Product Development in the Variable Business

During the summer the rate of new features, tweaks and modifications to variable annuities tends to slow down, but the past couple of months have contained enough meaningful filings to keep us quite occupied, and...