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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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Musings on the VA Industry as Q1 Ends – and on Recent Product Filings

The first quarter will conclude tomorrow and it’s our view that variable annuity business sales probably did not pick up very much, if at all, during that time period…

Forethought Registers New VA Contract With Enriched GLWBs

For the most part, variable annuity insurers have been scaling back on the generosity of their guaranteed benefits, but there are a few out there who are not afraid to offer rather aggressive features, and...

Jackson National Files to Offer New Death Benefits in April

If anyone had doubts that Jackson National wants to maintain its leadership position in variable annuity sales, those would have to be dispelled by the company’s filing last week of new guaranteed minimum death benefits...

Reviewing Variable Insurance Fund Filings from December, 2014

This past December we saw no new registrations of variable insurance funds, but that isn’t out of the ordinary because filing activity usually slows down late in the year. In any event, plenty of other...

Getting Clarity on Transamerica’s Recent VA Product Moves

Last week we noted how Transamerica filed to remove optional guaranteed death and living benefits from one of its variable annuity contracts – something we found quite intriguing – and in this report we will...

The VA Industry’s Product De-Risking Theme Is Continuing Into 2015

In this commentary we will get caught up with recent variable annuity filings – a good number of them involving de-risking – that we think provide great examples of how industry trends and themes that...

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...

Various Benefit Updates, Changes From Around the VA Business

In recent weeks the variable annuity product pipeline hasn’t exactly been buzzing with activity, but we have seen a few tweaks and rider updates – most, but not all, involving de-risking – and we’ll discuss...

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…