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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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An Update on Variable Managed-Volatility Portfolios Through 1Q20

We admit we are a little late in providing our coverage of variable managed-volatility portfolios for the first quarter – and we are sorry for the delay. This commentary will contain highlights from the data...

Catching Up Again – With VA Product and Rate Sheet Changes

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...

Reviewing Variable Insurance Fund Filings from May, 2020

In our view, the rate of variable insurance fund filing activity was slow in May but that was to be expected since new portfolios set to debut this year would have been registered well in...

Recent VA Rate Sheet Updates – and Another Benefit Buyout Offer

In this report we’ll cover notable developments of recent weeks that occurred on the variable annuity scene: rate sheet updates from two major insurers, both of which took effect today, and a new benefit buyback...

Covering an Assortment of VA and FIA Product Developments

Despite the market turmoil and social upheaval, we have no shortage of things to cover this week regarding the annuity scene: lately there have been a number of new variable annuity registrations, new guaranteed benefit...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Reviewing Variable Insurance Fund Filings from April, 2020

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…

A Quick Overview of VA Product Changes and Rate Sheet Updates

The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep...

Regarding Equitable – its VA Business and Near-Term Prospects

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....