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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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Voya Files Another Variable Annuity Benefit Buyback Program

In this report we’ll discuss a variable annuity guaranteed living benefit (GLB) buyout offer recently filed by Voya Insurance and Annuity Company that is scheduled to commence in the fall. It is the first such...

1Q19 Outlook: Signs Point to Lower Variable Annuity Industry Sales

Based on our review of results of selected stock-traded insurers, we are of the opinion that, in all likelihood, variable annuity industry sales fell in the first quarter. In the meantime, fixed and fixed index...

Another Update – Covering a Wide Variety of Filings from April, 2019

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...

Notes on New VA Lifetime Withdrawal Benefits Filed This Year

In this report we’ll comment on new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. While filing activity of such riders has been increasing, it is still well...

More Thoughts – on New VA Contracts Coming to Market in 2019

In this report we’ll provide more perspective on the kinds of new variable annuity contracts that are being registered this year with the SEC. A common tendency has been for insurers to “bracket” key elements...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

Despite a Drop in Q4, VA Industry Sales Finished 2018 on a Strong Note

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...

Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

Further Thoughts About Variable Annuity Benefits With Rate Sheets

This will be a brief follow-up to our last commentary in which we’ll discuss variable annuity guaranteed living benefits (GLBs) that incorporate rate sheets which allow insurers to change benefit elements periodically for new sales…