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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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Q4 Launches – Products Insurers Hope Will Attract Sales into the New Year

It’s our feeling that these days, most variable annuity insurers are in a “reactive mode” in that few are making truly bold moves with their products; rather they are content to make modifications and enhancements...

Competitive Direction: Tactics VA Market Leaders May Employ, Near Term

It will take a little while before variable annuity industry sales results from the third quarter come out, and at this point we are unsure what those numbers may reveal, since we are not expecting...

Contract Trends – Fresh Ideas, Approaches in New Registrations

We continue to see new variable annuity contracts in the pipeline that have what we call non-traditional chassis and pricing, and we think insurance companies are developing such products to anticipate future needs – not...

Risk Sensitivity – As it Relates to VA Insurers’ Guaranteed Benefits

In our regular duties we are mostly occupied with following manufacturing trends in the variable annuity business, endeavoring to sort out what is meaningful from what is not. However we also are very interested in...

Change is Constant – and Probably Unavoidable for VA Issuers

Lately we have found the kind of product adjustments and upgrades occurring around the variable annuity business to be rather interesting and revealing about the priorities of insurers, their distribution partners and clients. We imagine...

Q2 Expectations – For Variable Annuity Industry Sales, Net Flows

Second-quarter earnings season for insurance companies is now underway and we’re looking forward to learning how variable annuity sales went, however we are not very optimistic about how the industry as a whole fared, for...

VA Contract Update – Designs Moving in Specialized Directions

Judging by new variable annuities we’ve seen registered with the SEC this year, we get the impression that a good number of them were built to meet very specific needs and issues of distributors. It...

Competitive Notes – “Must Have” Features for VA Products, Riders

Over the recent past, product filing around the variable annuity industry has been somewhat slower than usual, which to us suggests that any moves companies are making are meaningful from a competitive standpoint. In this...

Reviewing Variable Insurance Fund Filings from April, 2010

During the month of April most variable insurance fund filings with the SEC were routine prospectus updates, and we didn’t identify a great many substantive changes and adjustments, but in this report we’ll share with...