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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Year in review report
Product Innovation is Growing on the Qualified Side of the Variable Business
As The Soleares Report evolves, we’ll have plenty to report regarding variable insurance products and features because new things are constantly coming out. This continuous introduction of ideas is important to the health of the...
Some Notes on the Use of Variable Annuities in Qualified Plans
According to most data providers covering the variable annuity business, at least half of all assets are held in qualified plans, thus it’s important, when evaluating the health of the industry, to consider these programs....
