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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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Another Update – on Recent Variable Annuity Product Filings

In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

An Update on Current Trends in Structured Annuity Products

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...

Looking Ahead – to Insurers’ Second Quarter VA Business Results

Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced...

A Few Comments on Recent Variable Annuity Product Changes

Over the past few weeks filing activity along the variable annuity product pipeline has been a bit slow, typical for the summer, however there were a pair of noteworthy adjustments made by insurers which we’ll...

More Structured Annuity Developments – and Other Product News

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...

New Structured Annuities in the Pipeline – Plus Notes from Other Filings

In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...

Thinking about 1Q18 in the VA Business and Recent Product Developments

Variable annuity industry sales were better than expected in the first quarter of this year and we suspect that if conditions continue to improve over the rest of 2018, insurers will feel more comfortable to...

Change is in the Air: from Ohio National, American General, Lincoln

In this report we’ll cover noteworthy variable annuity filings of recent weeks: another benefit exchange offer from Ohio National that looks much like one we wrote about last year, some guaranteed lifetime withdrawal benefit changes...