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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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Reviewing Variable Insurance Fund Filings from December, 2010

Two trends we saw last year in variable product investment options were the introduction of portfolios that had some sort of risk sensitive component to them, along with the trimming of platforms to pare down...

Getting Started – What’s in the VA Product Pipeline for Early 2011

Already some interesting competitive moves are being unveiled around the variable annuity business for the first half of the New Year, both of a “de-risking” nature or otherwise. What we are not sure about is...

2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking

It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...

Reviewing Variable Insurance Fund Filings from November, 2010

During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...

Matching Up – VA Insurers Plan Moves to Answer Competitors

We have been noticing some rather interesting variable annuity product filings lately, which we think hint at strategic directions insurance companies will be taking, both now and into next year. The catch is that in...

An Agreeable Summer – Insurers Post Respectable VA Sales in Q3

As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...

GLWB Movements – Answering the Competition, Preparing for Next Year

It’s our feeling that newer variable annuity lifetime withdrawal benefits getting filed of late – plus various modifications to existing ones – are being introduced this quarter to “prime the pump” for next year. Barring...

Reviewing Variable Insurance Fund Filings from September, 2010

It’s time again for us to conduct our monthly review of variable insurance fund filings. We thought the industry was pretty active during September, with insurers making quite a few modifications to their investment platforms…

Reviewing Variable Insurance Fund Filings from August, 2010

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...