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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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The 7% Solution – Leading VA Players Vying Over GLWB Base Increases

This year is shaping up as one that will be marked by heated competition among variable annuity issuers over the generosity of their Guaranteed Lifetime Withdrawal Benefits (GLWBs), and we will be watching to see...

Picking Up Where We Left Off – Another Spate of New VA Withdrawal Riders

It’s only January but we need to comment again on variable annuity living benefit proliferation because, bridging the very end of last year into this one, a number of insurers have filed new or enhanced...

Insurers Strategize Carefully Regarding VA Contract and Feature Expenses

Based on our continual reading of regulatory filings, we see evidence that insurers are exercising ever more care in crafting the fees and expenses they charge on variable annuity contracts and riders, and we think...

Uncovering Industry Trends Through Study of Available Data on Living Benefits

We’re always on the lookout for real concrete data on variable annuity living benefits and to that end we’ve been combing through insurers’ quarterly financial supplements and statutory statements to extract whatever information is publicly...

Seeing the Connection Between Complexity and Regulation in the VA Business

This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...

Despite Allure of Withdrawal Benefits, GMIBs Retain Considerable Popularity

Even though there are many more lifetime withdrawal benefits on the variable annuity scene today, we maintain that Guaranteed Minimum Income Benefits (GMIBs), due to their unique attributes, are still highly valued by financial advisors,...

Tracking VA Industry Competitive Moves through Q2 and Beyond

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

From Flat to Just Slightly Up: VA Insurers See Moderate Sales in Q1

For the publicly-traded variable annuity insurers we track on a quarterly basis, 2007 seemed to start off on a slow note, at least on a sequential basis: a few companies saw modest increases in sales...

Continuing the Discussion: VA Industry Issues Informing Product Designs

With this commentary we’ll follow up on our previous report by reflecting on some important themes in the variable annuity industry and how they are intimately connected to the products, features and funds being marketed...