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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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Variable annuities
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Principal Financial Files New VA Internal Exchange Offer

While we have seen a few insurers offer to buyout owners of vintage guaranteed lifetime benefits for risk-reduction purposes, a company that has taken a different approach is Principal Financial. Earlier this week it filed...

Random Thoughts – on Current Conditions in the VA Market

Third quarter earnings season is now underway, and we are highly interested in what conference calls might reveal about the variable annuity business. We’re suspecting that sales levels might have started improve at least a...

Another Update – On New VA Contracts and Product Changes

This will be a brief report in which we’ll get caught up with the latest in new variable annuity contract filings, and cover a few noteworthy product changes…

Some Noteworthy VA Product Changes from Recent Filings

While activity along the variable annuity product pipeline has been slower than usual of late, we did manage to find a few interesting developments in recent SEC filings which we’ll cover in this report…

Current Directions in Variable Annuity Contract Sales and Designs

In this report we’ll discuss which kinds of variable annuities are selling best so far this year, and we’ll cover a few new registrations that were filed recently which we think reflect the kinds of...

Reviewing Variable Insurance Fund Filings from August, 2017

This report contains our customary coverage of noteworthy variable insurance fund filings from the prior month. In August we saw a few new registrations, and quite a few adjustments to fees and expenses…

Another Update on Variable Annuity Contract and Benefit Filings

This will be yet another one of our reports covering recent variable annuity product filings we found interesting. Most of them involved alterations to existing contracts and riders; there were also updates to annuities in...

New Variable Annuity Contracts and Benefits Filed Recently with the SEC

In this report we’ll cover new variable annuity contracts and guaranteed death and living benefits filed with the SEC in August. In most cases the products are next-generations versions of existing ones, with slight modifications...

Notes on Recent Variable Annuity Benefit Rate Sheet Updates

In our following of activity along the variable annuity product filing pipeline of recent weeks, we came to the opinion that things are rather slow going; however we did see multiple benefit rate sheet updates,...