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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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More on New VA Lifetime Withdrawal Benefits – and Other Product Notes

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

Reviewing Variable Insurance Fund Filings from March, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to...

Filing Roundup – Regarding VA Product Moves, Including Ones from 2017

This report contains a brief update to our tracking of variable annuity product filing activity – which continues to be relatively slow – and a short summary of an interesting new variable and index-linked life...

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…

Another Update – On Variable Annuity Product Filings of Recent Weeks

In this report we’ll get caught up on variable annuity products that were filed from mid-February into early March. Included in this batch were a few enhancements to guaranteed living benefits, making us think that...

Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...

An Update Regarding Recent Variable Annuity Product Filings

In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…

As Expected – Lincoln National Files New Structured Variable Annuity

Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…

Some Random Thoughts Regarding Trends in VA Contract Design

With this report we’ll conclude our coverage of variable annuity contracts registered last year and provide some thoughts on current directions in product design…