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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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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...

Reviewing Variable Insurance Fund Filings from December, 2008

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Further Rider Downshifts Portend Changes on the VA Competitive Landscape

Most VA Insurers Continue in Rider Pullback Mode as New Year Begins

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Reviewing Variable Insurance Fund Filings from November, 2008

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

Benefit Bases, Risks and Related Competitive Matters on the VA Scene

By now it’s obvious that in the variable annuity business leading players have either started to cut back on the generosity of their guaranteed benefits or are thinking strongly about doing so, since the downturn...

Reviewing Variable Insurance Fund Filings from October, 2008

In this report we’ll offer our usual coverage of noteworthy variable insurance fund filings from the month before – in this case, October – and make some observations on recent developments in investment options around...