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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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An Up-and-Coming Product Line – VAs for Defined Contribution Plans, Rollovers

As more Baby Boomers reach retirement age, financial services firms will be competing over who will manage the trillions of dollars these folks have socked away in their defined contribution (DC) plans. We anticipate a...

Summertime in the Variable Annuity Business – Not as Slow as You Think

Recently, in compiling information and data for our reports we’ve been sorting through many regulatory filings, and will continue to do so of course, but this week we’re going to pause a bit from those...

As Went the Market, So Went the Industry – VA Results of Public Insurers in 1Q08

Based on first quarter variable annuity sales of public insurers we track regularly – and some early estimates of how the industry fared – the first quarter of 2008 was a period where industry deposits...

Sketching Out Issues in the VA Space – in Anticipation of 1Q08 Sales

As we post this report, the insurance sector is entering earnings season and we’re looking forward to listening in on the conference calls because they always contain good nuggets of information about the variable annuity...

Market Volatility Persists, Impacting Public Insurers’ VA Results in 4Q07

Usually at the end of each year variable annuity sales rebound from the slow period of the summer, however the fourth quarter of 2007 contained a mixture of good and bad for the public insurers...

New VA Contract Notes: Wrapping up 2007 and Getting Into the New Year

In this commentary we’re going to catch up on our monitoring of new variable annuity contract registrations, both from last year and for the start of 2008, and give some highlights on what’s happening in...

The 7% Solution – Leading VA Players Vying Over GLWB Base Increases

This year is shaping up as one that will be marked by heated competition among variable annuity issuers over the generosity of their Guaranteed Lifetime Withdrawal Benefits (GLWBs), and we will be watching to see...

Variable Funds-of-Funds Keep Increasing In Number, Accumulating Assets

Compared to the bull market years, the role that underlying sub-accounts play in the sale of variable insurance products has certainly been diminished, however, a storyline that holds much interest for us is how money...

Reflecting on the Year Almost Past: 2006 in the Variable Annuity Business

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...