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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 Fine Tuning Their Products – But Not Always De-Risking

Last week we saw an interesting mix of variable annuity product adjustments filed with the SEC. Some, as should be expected, were reductions to benefit guarantees, but a couple involved enhancing them…

Thoughts on Variable Annuity Change Trends As We Enter 4Q12

Variable annuity insurers have certainly been very active this year in de-risking their products in response to competitive and market-related conditions, however in recent weeks filing activity has slowed down a bit. It could be...

Reviewing Variable Insurance Fund Filings from July-August, 2012

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

Newer Annuity Types That Are Emerging During this Period of De-Risking

For the most part, variable annuity insurers are moving away from selling risky benefits, but we think that the process of de-risking will take time, because industry sales are still largely driven by the richest...

Reviewing VA Guaranteed Benefit Assets, NAR Movements From Q2

At different points in the past we have combed through quarterly financials of stock-traded insurers for data related to variable annuity guarantees, in an effort to gain insight on how such benefits might be impacting...

VA Insurers are Following Through – With a Fresh Series of De-Risking Moves

Around the variable annuity industry there are some pending product changes that will soon be taking effect that we will discuss in this commentary. In looking at them as a group, we are reminded of...

Reviewing Variable Insurance Fund Filings from June, 2012

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

In Reactive Mode – VA Issuers Are Trimming Products in Response to Peers

This summer is shaping up to be a rather busy one, as a number of variable annuity insurers have been filing product changes aimed at either reducing their sales, trimming their benefit risk levels –...

On Q2 and Beyond – As VA Issuers Seek to Manage Expectations, Sales

As the summer proceeds we expect to see more variable annuity product adjustments and tweaks coming through, mostly in response to recent moves by leading issuers. This is a time when few players will simply...