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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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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...

From Flat to Just Slightly Up: VA Insurers See Moderate Sales in Q1

For the publicly-traded variable annuity insurers we track on a quarterly basis, 2007 seemed to start off on a slow note, at least on a sequential basis: a few companies saw modest increases in sales...

Continuing the Discussion: VA Industry Issues Informing Product Designs

With this commentary we’ll follow up on our previous report by reflecting on some important themes in the variable annuity industry and how they are intimately connected to the products, features and funds being marketed...

Keeping Up With the Fast-Paced Variable Annuity Industry Landscape

In this report we’ll pause to consider the “moving and shaking” going on in variable annuities over the first quarter and suggest key themes impacting the industry, adding that it’s likely the pace of product,...

Public Insurers’ Q4 VA Results Point to Overall Improvement for the Industry

For the fourth quarter of 2006 variable annuity sales grew for all the publicly-traded insurers we track, reflecting the experience of the industry as a whole, which we hear rebounded from the lackluster sales of...

Insurers Adjust VA Living Benefits for Competitive Advantage, Protection

Based on new filings we’re seeing, the variable annuity living benefit “arms race” has not subsided but rather continues in 2007 with richer guarantees coming out, however we must add that at the same time,...

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...

Publicly-Traded VA Insurers Fare Better in Q2 – as Reported in Earnings Calls

We always look forward to reviewing major public insurers’ quarterly calls during earnings season, as these companies in many ways act as barometers for the health of the variable annuity business as a whole. In...

Reviewing Variable Insurance Fund Filings from May, 2006

In the month of May we found just two new variable insurance portfolios filed, although we saw quite a few name changes, adjustments and new share classes which we’ll mention in our monthly look at...