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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 annuities
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Concluding Notes on VA Lifetime Withdrawal Benefits Filed in 2016

In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will...

An Update on VA Contract Registrations from Last Year – Into This

In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…

A Roundup of Variable Annuity Industry Filings from Late 2016

In this report we’ll run through variable annuity product filings from the end of 2016 we found noteworthy, as most contained new contracts, features or changes that should launch fairly soon – if they haven’t...

Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time

As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...

Taking a Moment to Think About VA Benefit Values, Net Amount at Risk

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

New VA Ideas from Lincoln National – and Other Notable Filings

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...

A Buyout Offer from Voya – and Other Activity From the VA Pipeline

Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...

More on Fee-Based VA Contracts – And Other Recent Developments

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…