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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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VA Product Update – Covering Filings From Late Last Year, Into 2016

In this report we’ll get caught up with variable annuity product filings from the past few months that we found interesting. In the batch we saw multiple instances where insurers sought to add rate sheet...

A Rough Market Start – Does it Portend Anything for Annuities?

Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...

On 2015: A Time of Shifting Realities For the Variable Annuity Business

Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...

Some Brief Thoughts Regarding Q3 Annuity Industry Sales

Industry research firms began reporting third quarter sales not long ago, and the numbers confirmed our earlier suspicions, that variable annuity sales would fell in the quarter, while total industry output was sustained through a...

An Update on Recent Filings – Including a New Structured Annuity

This report will cover a few interesting new product filings we’ve seen of late from around the industry, including the registration of a new structured annuity…

Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

Use of Benefit Rate Sheets – on the Rise as a Risk Management Tool

Currently those variable annuity insurers selling benefits in which key parameters are reset periodically via rate sheet are still a minority within the industry, however we expect the group will grow in number over time,...

Regarding the Return of a Long-Term Care Rider – and a VA Product Update

In this report we’ll discuss Lincoln National’s re-filing last week of a variable annuity long-term care benefit – a revised version of one originally submitted to the SEC about six years ago. We’ll also touch...

Zurich American Offers Buyback to Owners of Vintage VA Contracts, Riders

This week we’re going to comment on an interesting new variable annuity buyout launched fairly recently by Zurich American Life, an insurer that long ago pulled out of selling new contracts. The fact the company...