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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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Q1 Results Brought New Accounting Adjustments for the VA Business

First quarter earnings season concluded last week for the publicly-traded insurers we regularly monitor, and for most of them, variable annuity deposits and net flows declined, much as we expected. What surprised us were accounting...

Reviewing Variable Insurance Fund Filings from March, 2009

During March, there were fewer SEC documents that came through related to variable insurance portfolios compared to the month earlier – which was very busy – so perhaps that was to be expected. Quite a...

Uncovering Meaning in Recent Rounds of VA Industry Repositioning

Since the second half of last year, the variable annuity business has been in transition, and a nearly constant stream of adjustments have been made to contracts, riders, not to mention other things, these certainly...

Reviewing Variable Insurance Fund Filings from February, 2009

We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...

Sundry Thoughts on VA Sales – During a Time of Rider Tweaks and Twists

Lately we’ve learned there was movement along the variable annuity sales leader board during the fourth quarter. For now we think the top 25 will remain in place, with some shifting within that group, although...

Various Stressors Are Impacting the VA Business as Spring is on the Way

We have a feeling this spring will be a busy one for the variable annuity business because in addition to submitting annual prospectus updates, most insurers will be looking to adjust their contract and benefit...

Reviewing Variable Insurance Fund Filings from January, 2009

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Shining a Spotlight on GMIBs – Competitors Look for the Lucky Number

Following up on our last report covering lifetime withdrawal benefits, this week we’re going to focus on variable annuity Guaranteed Minimum Income Benefits (GMIBs), because tweaks and modifications have been taking place that we think...