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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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Tendencies We Noticed – in VA Product Filings and Changes in 2015

In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…

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...

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...

Late Summer Filings Held Yet More IOVA Products, Assorted Changes

In this report we’ll get caught up with product filings from late August – of particular note is that the batch included a number of investment-only variable annuities (IOVAs), providing further evidence that the trend...

Reviewing Variable Insurance Fund Filings from July, 2014

In July we saw an increase in variable insurance fund filing activity and some interesting new registrations, which we’ll cover in this commentary. We’ll also attempt to put some filing trends in perspective, particularly those...

MetLife Becomes Latest Insurer to File an Investment-Only VA

For a while now we had a suspicion MetLife would come out with an investment-only variable annuity, since so many of its peers have done so. As it turns out the insurer filed one not...

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...

Jackson to Suspend Death Benefit Sales, Pru Proceeds with IOVA

It’s been sort of slow going in the variable annuity product pipeline of late, however last week we saw a few interesting developments come through from Jackson National and Prudential: the former will be trimming...

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...