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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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Insurers Strategize Carefully Regarding VA Contract and Feature Expenses

Based on our continual reading of regulatory filings, we see evidence that insurers are exercising ever more care in crafting the fees and expenses they charge on variable annuity contracts and riders, and we think...

Reviewing Variable Insurance Fund Filings from September, 2007

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...

Keeping Up With the Continuous Stream of New VA Lifetime Withdrawal Benefits

At The Soleares Report we’re resolved to remain on top of the latest variable annuity features and benefits, but the task certainly isn’t easy. Indeed, if we were to focus only on tracking lifetime withdrawal...

Tracking VA Industry Competitive Moves through Q2 and Beyond

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

Reviewing Variable Insurance Fund Filings from May, 2007

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...

From Flat to Just Slightly Up: VA Insurers See Moderate Sales in Q1

For the publicly-traded variable annuity insurers we track on a quarterly basis, 2007 seemed to start off on a slow note, at least on a sequential basis: a few companies saw modest increases in sales...

Following Up on Recent Revisions to VA Guaranteed Living Benefits

As the May prospectus update season is now in full swing, we anticipate that a fresh stream of new variable annuity living benefit concepts will be coming out due to competitive pressure. It’s always challenging...

More of a Bargain: Movements in VA Contract Design and Structure

If there’s any one trend in variable annuity design we see building momentum, it’s that of insurers offering contracts with lower-than-average costs, usually combined with a relatively modest number of sub-accounts and optional benefits. Since...

Continuing the Discussion: VA Industry Issues Informing Product Designs

With this commentary we’ll follow up on our previous report by reflecting on some important themes in the variable annuity industry and how they are intimately connected to the products, features and funds being marketed...