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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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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...

Reviewing Variable Insurance Fund Filings from June, 2007

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

New VA Contract Filings Reflect Emphasis on Lower Pricing, More Options

We’ve made it one of our regular tasks to monitor new variable annuity contract designs being introduced, so with this report we’ll share with you our latest findings on this subject, to take stock of...

The Growing Number of Lifetime GMWBs – in Interesting and Complex Varieties

It’s about time we checked back in on variable annuity lifetime Guaranteed Minimum Withdrawal Benefits (GMWBs) and our goal for this report will be to offer highlights of the latest filings and attempt to identify...

An Ongoing Task: Evaluating VA Net Flows and Their Utility for the Industry

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

Reviewing Variable Insurance Fund Filings from May, 2007

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...

Implications to the VA Business of Consolidation Within Major Distribution Firms

Distribution is, by its nature, the linchpin to the variable insurance space: if you know the channels an insurer sells in, you can get a good idea as to what products and riders it offers...

VA Contract Notebook: Tendencies Within New Designs Filed This Year

With this report we’re going to take a little time to consider what’s currently popular in variable annuity contract designs, based on our understanding of sales trends and our evaluations of new products filed this...

Reviewing Variable Insurance Fund Filings from April, 2007

During April we didn’t identify a great many new variable fund registrations, rather most SEC filings over the month consisted of routine annual prospectus updates, many of which reiterated, or made official, changes or adjustments...