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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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Jackson National Files to Offer New Death Benefits in April

If anyone had doubts that Jackson National wants to maintain its leadership position in variable annuity sales, those would have to be dispelled by the company’s filing last week of new guaranteed minimum death benefits...

Getting Clarity on Transamerica’s Recent VA Product Moves

Last week we noted how Transamerica filed to remove optional guaranteed death and living benefits from one of its variable annuity contracts – something we found quite intriguing – and in this report we will...

The VA Industry’s Product De-Risking Theme Is Continuing Into 2015

In this commentary we will get caught up with recent variable annuity filings – a good number of them involving de-risking – that we think provide great examples of how industry trends and themes that...

An Update on VA Industry Filing Activity at the Start of December

Activity along the variable annuity product pipeline has been somewhat slow of late, reflecting the fact that most insurers are retooling their offerings – and yet recently we’ve noticed a company, MetLife, file new guaranteed...

Various Benefit Updates, Changes From Around the VA Business

In recent weeks the variable annuity product pipeline hasn’t exactly been buzzing with activity, but we have seen a few tweaks and rider updates – most, but not all, involving de-risking – and we’ll discuss...

Thoughts on Q3 VA Industry Sales – and a Few Product Developments

Earnings season for publicly-traded insurers is now underway but won’t finish until midway through next month, so in this commentary we’ll offer up some of our suspicions on how variable annuity sales moved in the...

New Lincoln National Contracts – and Other VA Product Filing News

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...

Late Summer Filings Held Yet More IOVA Products, Assorted Changes

In this report we’ll get caught up with product filings from late August – of particular note is that the batch included a number of investment-only variable annuities (IOVAs), providing further evidence that the trend...

Reviewing Variable Insurance Fund Filings from July, 2014

In July we saw an increase in variable insurance fund filing activity and some interesting new registrations, which we’ll cover in this commentary. We’ll also attempt to put some filing trends in perspective, particularly those...