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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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Reviewing Variable Insurance Fund Filings from April, 2011

The volume of variable insurance fund filings with the SEC during the month of April was fairly slow as compared with other months of the year. We didn’t see any new registrations and we figure...

“In Sync” – VA Sales in 1Q11 Followed Flow of the Financial Markets

Variable annuity sales for stock-traded insurers we cover regularly were split down the middle in the first quarter of this year, one half reporting some measure of improvement sequentially while the rest did not fare...

More Thoughts on Variable Annuity Contract Trends, Other Issues

In this commentary we are continuing our discussion of variable annuity product trends from last week, to take note of actions being taken by insurers to meet varying sources of demand. In addition, we have...

Met’s Move – to Offer a New Edition of its Guaranteed Income Benefit

Enough new product initiatives have been happening around the variable annuity industry to make us curious as to how such ideas may translate into sales over the rest of the year. Last week we saw...

Varied Changes – Coming Soon to Variable Annuity Contracts, Benefits

We continue to see interesting adjustments and enhancements being introduced to variable annuity products, which we think shows that there are still stiff winds of competition around the industry, however muted from the arms race...

Results for 2010 are In, Reflecting a Rebound – But Is It Sustainable?

Final variable annuity sales figures for last year were released not long ago, and, much as we expected, the industry showed improvement. The question foremost in our minds is whether the upward trend can continue...

Rising Markets, Benefit Riders Helped Spur VA Sales During 4Q10

After reviewing fourth quarter variable annuity sales results of stock-traded insurers in our regular coverage group, we strongly suspect that the industry fared well during that time period as well. What remains to be seen...

GLWB Update – Taking Stock of Trends in Benefit Design, Function

Our last commentary was rather product focused, but the same will hold true this week, as we continue to get caught up with our coverage of variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs). We would...

Differing Priorities: For Industry Players Given the Current Environment

Right now we are attending the annual marketing conference of the Insured Retirement Institute (IRI) in Washington, D.C., where we are comparing notes with people in the industry, to hear what themes and issues are...