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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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VA Insurers Are Picking Up Where They Left Off – With More Product Changes

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…

A Season of Change: VA Sales Fall as Insurers Cut Back on Their Products

The year 2012 was a time when insurers made reductions to their variable annuity products: these moves included the trimming of guarantees, fee increases, closures of contracts and riders, installation of tighter investment restrictions, cuts...

A Holiday Respite? VA Product Activity Seems to be Simmering Down

Over the past few weeks the pace of product filing in the variable annuity business has slowed, as has the amount of chatter coming through the rumor mill, and we attribute these conditions to the...

Reviewing Variable Insurance Fund Filings from October, 2012

This October we thought that the rate of variable fund filing activity with the SEC was about what we usually see this time of year. There were relatively few new portfolio registrations. A continuing trend...

VA Insurers Look to Ease Back Carefully on Their Benefit Guarantees

Most leading variable annuity insurers are seeking to lower their sales of guaranteed benefits, but want to do so gradually, even if that means making multiple de-risking moves in fairly quick succession. The sheer number...

Industry VA Sales Look Steady for Q3 – But Earnings Results Were Mixed

After reviewing the variable annuity business results of the group of stock-traded insurers we track regularly, we’re figuring that third quarter industry sales were flat to slightly up sequentially, and probably got a little lift...

VA Insurers Are Developing New Limits on Contracts, Riders, Underlying Funds

This year most variable annuity insurers have been cutting back on the generosity of their guarantees, however we think any companies seeking to remain competitive are sort of walking a fine line – they want...

Reviewing Variable Insurance Fund Filings from September, 2012

This report is our customary roundup of noteworthy variable insurance fund filings from the prior month. In September we did not notice many new registrations, rather most of the filing activity involved changes to existing...

Regarding Risk – and How VA Insurers’ Methods Are Evolving to Manage It

This year has been one of rapid change, as variable annuity insurers of all sizes have sought to reduce their product-related risks in one form or another, and we’re sure that anyone looking at all...