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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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On Revenue Sharing, Directed Brokerage Deals – More Disclosure is Coming

Variable product insurers and mutual fund companies have at times used creative means to pay for, or receive compensation from, financial firms they have relationships with, while not always revealing these arrangements to shareholders. Now...

Seeing VA Business Priorities Revealed Through Public Insurers’ Q3 Results

The third quarter was a mixed bag for the nine major public variable insurers we regularly track, as all saw sales levels fall sequentially, but apparently these companies don’t feel the results were troubling and...

Beyond the VA “Arms Race” – Towards Meeting Retirement Income Needs

A sentiment we’ve been hearing from industry executives lately is that the variable annuity business already has a plethora of products and features due to the competitive “arms race” that has taken place in recent...

New Internal Replacement Accounting Could Be Challenging for Annuity Insurers

In the coming months, an issue of much interest to annuity issuers will be that of an impending change in accounting for Deferred Acquisition Costs (DAC) on internal replacements that will impact how companies conduct...

New VA Guaranteed Withdrawal Benefits Are Taking Unique Shapes

We’ve seen a number of new variable annuity lifetime withdrawal benefits filed recently, and some won’t roll out until early next year. For those that will be introduced in the last two quarters it may...

Reviewing Variable Insurance Fund Filings from September, 2006

Of the new variable funds registered in September quite a few were illustrative of the current interest in protective or non-correlative investment styles, long/short strategies or sectors like natural resources or commodities. And yet more...

Impressions on Consumer-Friendly Issues for the Variable Annuity Business

In our last report we discussed how insurers are building fee reductions into their variable annuities, which we think is good for the industry in that it may help counter some negative perceptions. This week,...

Insurers Build More Pricing Options into Their Variable Annuity Contracts

Lately insurers have started to introduce greater choice in variable annuity expense structures, probably due to the ongoing criticism of product fees by regulators, press and other observers, coupled with a sincere desire to provide...

Reviewing Variable Insurance Fund Filings from August, 2006

Over the month of August we saw a pickup in the rate of new variable insurance fund registrations, with eight coming out. In addition there were many adjustments done to fund platforms – albeit in...