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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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Sizing Up the Playing Field – More Thoughts on 3Q14 Industry Sales

In this commentary we’ll provide more of our observations on annuity sales in the third quarter, and consider the competitive landscape as we enter the holiday season…

An Update on VA Industry Filing Activity at the Start of December

Activity along the variable annuity product pipeline has been somewhat slow of late, reflecting the fact that most insurers are retooling their offerings – and yet recently we’ve noticed a company, MetLife, file new guaranteed...

A New In-Plan VA Contract From Prudential – And Other Recent Filings

In this report we’ll pick up from last week’s coverage of variable product filings from recent weeks, and this time we’ll touch on a new contract coming from Prudential Financial intended for employer-sponsored retirement plans…

New Lincoln National Contracts – and Other VA Product Filing News

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...

Summer – A Good Time to Evaluate Directions in the Variable Business

In recent weeks we’ve seen a reduction in variable annuity product flings, which is typical for this time of year. This slower pace gives us the opportunity this week to reflect on currents of activity...

Principal Financial Files a New VA Contract – With an Optional DIA Module

Late last week Principal Financial registered a new variable annuity containing a deferred income annuity (DIA) sleeve, and because of that development we thought we’d take the opportunity to consider the progress of such features...

An IOVA Update – Looking at Current Products, Ones Coming to Market

Lately we’ve fielded an increased number of questions about investment-only variable annuities (IOVAs) so in this commentary we will weigh in further about them. We expect more IOVAs to be filed over the near term...

Reviewing 2013 Industry Sales and Considering What the Future May Hold

Not long ago leading research firms LIMRA and Morningstar released final annuity industry sales data for 2013 – after quite a long wait – and in this commentary we’ll give a few thoughts on the...

Insurers Are Developing More Variations on the Investment-Only VA

As the year began, we were confident more investment-only variable annuities were on the drawing board and we were curious as to how insurers might tinker with the concept. It just so happens that some...