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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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Results Are Coming In – and VA Sales Appear to Have Cooled Off

As we write this, stock-traded insurers are in the middle of earnings season, and 4Q11 variable annuity sales data are being released. So far, most companies we monitor regularly have been reporting sequential declines in...

“The Daily Show” – Hartford Enhances Ratchets on New Benefits

The recent filing by Hartford Life of two new variable annuity benefits that feature highest daily account value growth has the industry buzzing, and we think for good reason. Observers of the market will be...

VA Insurers Tread Carefully in Adjusting Products, Launching New Ideas

As the New Year has gotten underway, we can’t say we’ve seen any real earth-shattering variable annuity products as of yet. Indeed, some tweaks and revisions filed with the SEC last year have not rolled...

A Quick Look Back – on 2011 and its Significance for the VA Industry

As we have done in the past, we reserved our last weekly commentary of this year for a reflection on how the variable annuity business performed in 2011. It is our way of getting a...

Reviewing Variable Insurance Fund Filings from November, 2011

In this report we’ll provide our usual highlights of recent variable fund filings, and comment on the announcement today from Sun Life Financial that it will discontinue sales of variable annuities in the U.S. To...

Winding Down – There May Be More Surprises Before the Year Ends

As we write this, product filing activity around the variable annuity business has slowed down a bit, but there remain numerous modifications in the pipeline, quite a few of them not scheduled to come out...

Reviewing Variable Insurance Fund Filings from October, 2011

The month of October was an active one in terms of variable insurance fund filings with the SEC, and we strongly suspect that a number of the changes were connected with product initiatives insurers have...

“Headwinds” – Market Doldrums Caused Problems for VA Issuers in 3Q11

Earnings season for stock-traded insurers we monitor regularly has concluded, and, for the most part, variable annuity sales for those companies fell, due to a combination of factors that have become familiar to anyone following...

Reviewing Variable Insurance Fund Filings from September, 2011

Last month we saw a nice batch of new variable insurance funds registered with the SEC, quite a few of them containing risk-levered components that we think were designed to be used in connection with...