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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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A Look at the Pipeline: What’s in New VA Contracts Registered This Year

One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...

VA Insurers Will Pursue Studied Tactics, New Directions, During Q4

As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...

Recent Distribution Moves – That Are Influencing VA Product, Rider Offerings

Through the second quarter of this year, there remains a lead pack of variable annuity writers still offering relatively rich living benefits, and by our reckoning, this fact contributed to their robust sales during that...

Reviewing Variable Insurance Fund Filings from August, 2009

During August we identified a number of new variable insurance portfolios filed with the SEC, most of them funds of funds (F-of-Fs), however the most frequent activity – as has been the case in recent...

VA Insurers are Downshifting, Looking to Trim Risk on their GLWBs

During the first half of this year, a few variable annuity insurers were still selling relatively rich Guaranteed Lifetime Withdrawal Benefits (GLWBs), looking to grab market share at a time when most competitors were scaling...

Spanning the Seasons – VA Product Launches Scheduled for Summer and Fall

As we commence the third quarter – usually a pretty slow period for variable industry sales – the pace of de-risking seems to be settling down a bit, but the process is not over by...

Continuing Our Coverage of Recent VA Contract and Rider Movements

This week we’re following up on our previous commentary with further notes on recent filings of variable annuity contracts and benefits. In monitoring what’s been going on we’re of the opinion that now more than...

Keeping Things Interesting – Further Variations In VA Product Offerings

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...

Where Annuity Products Might Be Headed, Given the Current Environment

We hear there is a feeling around the industry that, due to the impact of the tumultuous markets, annuity insurers are “looking for the next business model” and are re-appraising their contracts, underlying funds, distribution...