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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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VA Insurers Attempt to Design Attractive – But Manageable – Guarantees

A dilemma for insurers working in the variable annuity space these days is how to offer guarantees without taking on undue amounts of risk. To our minds this consideration is a priority for the industry,...

Newer Annuity Types That Are Emerging During this Period of De-Risking

For the most part, variable annuity insurers are moving away from selling risky benefits, but we think that the process of de-risking will take time, because industry sales are still largely driven by the richest...

In Reactive Mode – VA Issuers Are Trimming Products in Response to Peers

This summer is shaping up to be a rather busy one, as a number of variable annuity insurers have been filing product changes aimed at either reducing their sales, trimming their benefit risk levels –...

On Q2 and Beyond – As VA Issuers Seek to Manage Expectations, Sales

As the summer proceeds we expect to see more variable annuity product adjustments and tweaks coming through, mostly in response to recent moves by leading issuers. This is a time when few players will simply...

VA Insurers are Looking to Calibrate Their Sales – Using a Variety of Means

Around the variable annuity industry some insurers are attempting to regulate their rate of business through focused initiatives, whether related to product, distribution, or both. Some are trying to deliberately slow their sales; others are...

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...

“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...

More Thoughts on Prospects for the Industry, Given the Current Environment

We fully expect more product de-risking, and other changes and adjustments, to occur on the variable annuity scene over the last quarter of the year. However we also think the value proposition of the industry...

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...