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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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Chassis Variations – Reflecting a Trend in VA Specialization

In recent months there’s been quite a bit of filing activity related to variable annuity contracts, and we think this is due to distributors getting more involved in the manufacturing process. Many SEC documents we’ve...

Reviewing Variable Insurance Fund Filings from April, 2011

The volume of variable insurance fund filings with the SEC during the month of April was fairly slow as compared with other months of the year. We didn’t see any new registrations and we figure...

“In Sync” – VA Sales in 1Q11 Followed Flow of the Financial Markets

Variable annuity sales for stock-traded insurers we cover regularly were split down the middle in the first quarter of this year, one half reporting some measure of improvement sequentially while the rest did not fare...

Issues of Interest – Based on Questions We’ve Fielded, and Recent Filing Activity

We are in the latter stages of the variable annuity prospectus update season and over the past few weeks we have fielded product related questions which we think are indicative of what folks in the...

A Contract Update – and Other Notes from the May Prospectus Season

At this time of year there’s a deluge of variable annuity prospectus updates being submitted to the SEC, and, as usual, we’ve been sifting through those documents in an effort to find newsworthy things to...

More Thoughts on Variable Annuity Contract Trends, Other Issues

In this commentary we are continuing our discussion of variable annuity product trends from last week, to take note of actions being taken by insurers to meet varying sources of demand. In addition, we have...

Evaluating Some Recent Developments in VA Share Classes, Riders

In starting to write this commentary it was our intention to focus on trends in variable annuity contracts, however, after digging into recent regulatory filings, we unearthed noteworthy things occurring with benefit riders that we...

Varied Changes – Coming Soon to Variable Annuity Contracts, Benefits

We continue to see interesting adjustments and enhancements being introduced to variable annuity products, which we think shows that there are still stiff winds of competition around the industry, however muted from the arms race...

Results for 2010 are In, Reflecting a Rebound – But Is It Sustainable?

Final variable annuity sales figures for last year were released not long ago, and, much as we expected, the industry showed improvement. The question foremost in our minds is whether the upward trend can continue...