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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 Price of De-Risking: Sales for Most VA Issuers Dropped in 4Q11

After reviewing variable annuity sales of selected publicly-traded insurers from the fourth quarter of 2011, we’re of the opinion that, for that time period, industry-wide deposits declined a bit sequentially. However for the full year,...

“The Daily Show” – Hartford Enhances Ratchets on New Benefits

The recent filing by Hartford Life of two new variable annuity benefits that feature highest daily account value growth has the industry buzzing, and we think for good reason. Observers of the market will be...

“Headwinds” – Market Doldrums Caused Problems for VA Issuers in 3Q11

Earnings season for stock-traded insurers we monitor regularly has concluded, and, for the most part, variable annuity sales for those companies fell, due to a combination of factors that have become familiar to anyone following...

More Thoughts on Prospects for the Industry, Given the Current Environment

We fully expect more product de-risking, and other changes and adjustments, to occur on the variable annuity scene over the last quarter of the year. However we also think the value proposition of the industry...

Rising Markets, Benefit Riders Helped Spur VA Sales During 4Q10

After reviewing fourth quarter variable annuity sales results of stock-traded insurers in our regular coverage group, we strongly suspect that the industry fared well during that time period as well. What remains to be seen...

An Agreeable Summer – Insurers Post Respectable VA Sales in Q3

As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...

Back to School – Viewpoints on VA Industry Issues as Q3 Winds Down

The weather has gotten cooler, football season has commenced, and families are back from vacation, all these things serving to remind us that we are coming to the end of the third quarter. In this...

Competitive Notes – “Must Have” Features for VA Products, Riders

Over the recent past, product filing around the variable annuity industry has been somewhat slower than usual, which to us suggests that any moves companies are making are meaningful from a competitive standpoint. In this...

Odds and Ends – Catching Up on Product Filings, Tweaks Around the Business

The prospectus update season might have been quieter than usual, but in recent weeks we’ve seen an interesting assortment of variable annuity product and feature filings, most of which will take effect during July and...