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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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Changing Minds – VA Insurers Cancel, Adjust, Postpone Products

By the looks of things, we are entering a period of de-risking around the variable annuity space, brought on by a variety of pressures, among them market volatility, low interest rates, and abrupt spikes in...

Reviewing Variable Insurance Fund Filings from August, 2011

As is our habit, we sifted through SEC filings related to variable insurance funds, and in August found numerous changes and adjustments to investment platforms, in particular there were plenty of mergers and liquidations, either...

The Latest VA Contract Designs – With Pricing, Options as Priorities

This week, we thought it would be a good time to check in on new variable annuity contract filings with the SEC, since we’ve seen a good number come through recently…

Reviewing Variable Insurance Fund Filings from July, 2011

We were somewhat surprised to uncover a fairly large batch of new variable insurance portfolios registered during July – because it’s not something we normally see during the summer. In this commentary we’ll touch on...

Summer Sizzle – VA Product and Benefit Changes Keep Coming

Lately we’ve seen a number of new or revised variable annuity contracts and benefits filed with the SEC, and we find that interesting, since during the summer such activity tends to slow down. We suspect...

Reviewing Variable Insurance Fund Filings from May, 2011

We thought the month of May was rather active in terms of SEC filings related to variable insurance underlying funds. There was an interesting mix of movement: sub-account platforms were streamlined, new management fee arrangements...

Chassis Variations – Reflecting a Trend in VA Specialization

In recent months there’s been quite a bit of filing activity related to variable annuity contracts, and we think this is due to distributors getting more involved in the manufacturing process. Many SEC documents we’ve...

Reviewing Variable Insurance Fund Filings from April, 2011

The volume of variable insurance fund filings with the SEC during the month of April was fairly slow as compared with other months of the year. We didn’t see any new registrations and we figure...

More Thoughts on Variable Annuity Contract Trends, Other Issues

In this commentary we are continuing our discussion of variable annuity product trends from last week, to take note of actions being taken by insurers to meet varying sources of demand. In addition, we have...