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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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Earnings Held Up for Insurers in Q3 – But VA Sales? Not So Much

It seems to us that most variable annuity insurers fared well this third quarter from an earnings standpoint, helped by a rise in the stock market. However VA sales were down for the group of...

Jackson National Moves to Limit 1035s Over the Remainder of This Year

Last Tuesday Jackson National sent a letter to financial advisors announcing the temporary suspension of 1035 exchanges and qualified transfers of assets into three variable annuity contract suites effective October 25. In this commentary we’ll...

More FIAs Are Offering Vol Management – to Capitalize on Consumer Interest

Ever since the financial crisis of 2008, we have seen a variety of volatility management strategies developed around the industry, from creative hedging strategies devised by variable annuity insurers to hedge their benefit risks, to...

More Summer Product Initiatives Are Arising on the Variable Annuity Scene

In this commentary we will return to a few storylines from around the variable annuity business that we have been tracking of late, and weigh in on new ones that we have seen emerge…

VA Sales Appear to Have Continued Their Downward Movement in 1Q13

We have just completed our review of variable annuity results for publicly-traded insurers we watch regularly and, based on the performance of those companies, we suspect the industry saw a drop in deposits in the...

Some Speculation on Q1 Performance of the VA Business – and Other Matters

Now that the first quarter has ended and we are well into the next one, we’ll share some thoughts on how we think the variable industry may have done so far this year. We think...

Insurers are Reshaping Annuities to Offer Unique Income-Focused Guarantees

The annuity industry is now in a period where it is seeking to develop new product types, using the lessons learned during the heady days of the variable annuity arms race. It is abundantly clear...

Thinking About Retrenchment – and Related Themes Affecting the VA Market

Variable annuity product filing has been a bit slow of late, so in this commentary we will take a step back and reflect on the subject of retrenchment within the industry, how most insurers are...

VA Insurers Are Picking Up Where They Left Off – With More Product Changes

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…