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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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Ohio National Files Exchange Program Targeting Vintage GMIBs

Over the past five years we have seen a number of insurers offer incentives to clients to cash out of their variable annuity benefits as a risk reduction measure. However late last week Ohio National...

Concerning Trends in Fee-Based Variable Annuity Contracts

For a number of reasons there is now much interest around the industry in variable annuities built for sale through fee-based financial advisors; with that fact in mind, in this report we’ll provide some perspective...

Some Bright Spots Amid Insurers’ Variable Annuity Sales Results in Q3

After reviewing earnings calls of stock-traded insurance companies we cover regularly, we came away with the impression that for of them, variable annuity results were lackluster, although there were a few instances of modest improvement…

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...

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…

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,...