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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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Reflecting on the VA Industry in 2009: A Time of Shifting Realities

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

VA Rider Design Trends – GLWBs That Stay Rich, But Address Risk Issues

In this commentary we will be discussing some of the newer variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) that insurers have been filing, many of these riders offering robust base growth rates, yet also incorporating...

“Stealing the Show” – A Select Few VA Players Excel During 3Q09

During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...

A Look at the Pipeline: What’s in New VA Contracts Registered This Year

One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...

VA Insurers Will Pursue Studied Tactics, New Directions, During Q4

As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...

Recent Distribution Moves – That Are Influencing VA Product, Rider Offerings

Through the second quarter of this year, there remains a lead pack of variable annuity writers still offering relatively rich living benefits, and by our reckoning, this fact contributed to their robust sales during that...

Taking Inventory of Relevant VA Industry Themes Through 3Q09

Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...

VA Insurers are Downshifting, Looking to Trim Risk on their GLWBs

During the first half of this year, a few variable annuity insurers were still selling relatively rich Guaranteed Lifetime Withdrawal Benefits (GLWBs), looking to grab market share at a time when most competitors were scaling...

2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...