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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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Continuing Coverage of Public Insurers’ Variable Annuity Results of 2Q07

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

Getting a Handle on VA Industry Progress – Based on Early Q2 Results

Each quarter, when we review variable annuity deposit and net flow results of publicly-traded insurers, we’re also trying to get some idea as to how the industry as a whole might be doing. We’ve performed...

Implications to the VA Business of Consolidation Within Major Distribution Firms

Distribution is, by its nature, the linchpin to the variable insurance space: if you know the channels an insurer sells in, you can get a good idea as to what products and riders it offers...

VA Contract Notebook: Tendencies Within New Designs Filed This Year

With this report we’re going to take a little time to consider what’s currently popular in variable annuity contract designs, based on our understanding of sales trends and our evaluations of new products filed this...

Reviewing Variable Insurance Fund Filings from April, 2007

During April we didn’t identify a great many new variable fund registrations, rather most SEC filings over the month consisted of routine annual prospectus updates, many of which reiterated, or made official, changes or adjustments...

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...

Reviewing Variable Insurance Fund Filings from March, 2007

Maybe we’ve said this all too often, but a pervasive theme in variable funds of late has been that of asset allocation, and in March this held true again, as there were a number of...