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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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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...

Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in Q1

First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…

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...