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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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The Pace of De-Risking Quickens, Changing the Outlook for the VA Business

A number of leading variable annuity insurers have started to take more drastic steps to trim their risk profiles, cut costs and otherwise regroup during this difficult period, and we expect more activity of this...

Insurers Start Plotting New Approaches With Variable Annuity GLWBs

The variable annuity living benefits arms race is certainly dying down in most quarters, however we think the most common feature being sold, the Guaranteed Lifetime Withdrawal Benefit (GLWB), will remain important in the scheme...

A Discussion of Variable Annuity Industry Hot Topics as 2Q09 Gets Underway

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...

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...

Variable Annuity Product Amendments Indicate Insurers’ Concerns, Priorities

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...

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...

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