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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 Annuity Sales from 1Q10 – Could The Industry Be Back on Track?

The fortunes of the variable annuity business are still largely dictated by the performance of companies with the most attractive guaranteed living benefits, and, based on some improvement we saw from a few insurers we...

Spring Tweaking – VA Product Changes Emphasizing Income, Protection

So far this year we’re seen a number of variable annuity insurers start building in higher guaranteed annual withdrawal amounts (GAWAs) on their lifetime withdrawal riders. Some of these new schemes have been rather creative,...

Some of the Whys and Wherefores – Influencing VA Product Movements

The rate of filing in the variable annuity business has settled down a bit in recent weeks, although we figure that there are plenty of new concepts in the pipeline. Since things are a little...

“Playing the Percentages” – Where GLWB Competition is Headed

During this prospectus update season we intend to be vigilant in tracking variable annuity product developments, and in this commentary we’ll provide some more perspective on an area in which we’re seeing a good deal...

VA Contract Considerations – And Assorted Notes on Other Matters

We’ve been providing frequent commentary lately about guaranteed living benefits – which we think is warranted since they are so integral to the variable annuity sales story these days – however this week we’ll focus...

Ratcheting Rates – Insurers Develop GLWBs with Adjustable Withdrawals

The stream of variable annuity-related filings moving through the SEC has been speeding up of late, and a common theme we keep noticing is that insurers are building in new forms of flexibility to their...

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

Reviewing Variable Insurance Fund Filings from December, 2009

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

NFL Game Planning: A Fitting Analogy for the Industry at the Start of 2010?

In the past, we have employed comparisons with the sporting world to describe competitive conditions in the variable annuity space, and we’re going to do so again in this, our first commentary of the New...