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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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Q1 Results Brought New Accounting Adjustments for the VA Business

First quarter earnings season concluded last week for the publicly-traded insurers we regularly monitor, and for most of them, variable annuity deposits and net flows declined, much as we expected. What surprised us were accounting...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Benefit Bases, Risks and Related Competitive Matters on the VA Scene

By now it’s obvious that in the variable annuity business leading players have either started to cut back on the generosity of their guaranteed benefits or are thinking strongly about doing so, since the downturn...

Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time

This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...

Musing on the State of Variable Annuities During the Current Market Turmoil

Recently we’ve been contemplating the “value proposition” of the variable annuity, how the product might be positioned and sold given the existing market climate. Earnings season is now underway and we think results from last...

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...