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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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AXA Files New Form of Variable Annuity Benefit Buyout – with Options

This year we’ve been expecting to see more insurers offer variable annuity benefit buyback programs, but so far only the same small number of companies has done so.  Late last week one member of this...

Reviewing an Interesting New Forethought VA ̶ and Other Recent Filings

At this point in the summer, variable annuity product pipeline activity has slowed considerably – as is typical for the time of year – however we did see a recent contract registration from Forethought Life...

An Outlook on 2Q15 VA Sales – and Some Notes on Recent Product Filings

Although it will take time for second quarter variable annuity sales data to come out, in this commentary we’ll give our suspicions on how the industry might have moved during that time period. The numbers...

Clarifying, Correcting Some of Our Recent VA Product Coverage

Variable annuity product filing activity has slowed down of late, which is typical of this time of year, therefore this commentary will be brief – and will tie up some loose ends in our recent...

An Update – on New Variable Annuity Contracts Launching Soon

In this commentary we’ll get caught up with new variable annuity contracts registered with the SEC this year, some of which will be launching fairly soon. Not surprisingly, a good number of these products are...

Thoughts on Q1 Industry Sales – And Various Product Developments

Not long ago, first quarter annuity industry sales figures were released by the major tracking firms and we thought results were about as expected – although we were thinking fixed annuities would do better…

AXA Files New GMDB, Other Enhancements on Next-Generation IOVA

We’ve been expecting that insurers will start doing things to make investment-oriented variable annuities (IOVAs) more compelling, and we got some evidence of that recently from AXA, which filed an updated contract that includes a...

Interesting Options – Found In This Month’s Variable Annuity Product Filings

In our view, this May variable annuity prospectus update season hasn’t been all that eventful – although we must admit we are still sifting through all the filings. In this commentary we’ll discuss a few...

How Do We Think Q1 Variable Annuity Sales Moved? Not By Much, Either Way

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…