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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Year in review report
An Update on Variable Annuity Products and Features Filed in Recent Months
In the process of identifying the more important changes to variable annuity contracts and features this update season, we haven’t seen quite the volume of new ideas as in the past, but we can say...
New York’s Stance on Standard Non-Forfeiture Law May Curtail VA Benefits
Last week there was concern within the variable insurance business over a draft circular letter from the New York State Insurance Department that clarifies how standard non-forfeiture law applies to separate account contracts. The letter...
