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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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An Up-and-Coming Product Line – VAs for Defined Contribution Plans, Rollovers

As more Baby Boomers reach retirement age, financial services firms will be competing over who will manage the trillions of dollars these folks have socked away in their defined contribution (DC) plans. We anticipate a...

Summertime in the Variable Annuity Business – Not as Slow as You Think

Recently, in compiling information and data for our reports we’ve been sorting through many regulatory filings, and will continue to do so of course, but this week we’re going to pause a bit from those...

Benefit Outlook – Disparate Notes on VA Guarantees and the Current Climate

A significant number of variable annuity contracts and benefits will be rolling out over the next few months, and as we monitor the goings on, we’ll be watching to see whether new product ideas will...

Beyond the VA “Arms Race” – Towards Meeting Retirement Income Needs

A sentiment we’ve been hearing from industry executives lately is that the variable annuity business already has a plethora of products and features due to the competitive “arms race” that has taken place in recent...

Impressions on Consumer-Friendly Issues for the Variable Annuity Business

In our last report we discussed how insurers are building fee reductions into their variable annuities, which we think is good for the industry in that it may help counter some negative perceptions. This week,...

VA Sales and the Opposing Themes of Staying Competitive – or Cost-Conscious

We recently took time to reflect on divergent trends within the pricing and structure of variable annuities, a topic that should become more “front-and-center” in the future and cut across distribution outlets, since products and...

A Few Comments on Equity-Indexed Annuities in Regards to the VA Business

While our primary concentration is on the variable insurance business, from time to time we will reflect on the equity-indexed annuity, or EIA, and now is a good time to do so. There are a...