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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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Reviewing Variable Insurance Fund Filings from July-August, 2012

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

Newer Annuity Types That Are Emerging During this Period of De-Risking

For the most part, variable annuity insurers are moving away from selling risky benefits, but we think that the process of de-risking will take time, because industry sales are still largely driven by the richest...

Reviewing VA Guaranteed Benefit Assets, NAR Movements From Q2

At different points in the past we have combed through quarterly financials of stock-traded insurers for data related to variable annuity guarantees, in an effort to gain insight on how such benefits might be impacting...

Earnings Season Review: VA Insurers Weathered Q2 Market Dip

We were under the impression that second quarter sales for variable annuity insurers might have suffered due to the drop in the equity markets, along with the effects of various de-risking moves – which are...

Reviewing Variable Insurance Fund Filings from June, 2012

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

In Reactive Mode – VA Issuers Are Trimming Products in Response to Peers

This summer is shaping up to be a rather busy one, as a number of variable annuity insurers have been filing product changes aimed at either reducing their sales, trimming their benefit risk levels –...

On Q2 and Beyond – As VA Issuers Seek to Manage Expectations, Sales

As the summer proceeds we expect to see more variable annuity product adjustments and tweaks coming through, mostly in response to recent moves by leading issuers. This is a time when few players will simply...

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...

Reviewing Variable Insurance Fund Filings from April-May, 2012

Recently there’s been quite a bit of interesting product tweaking and modification activity occurring around the variable annuity space, enough for us to get a little behind on our monthly coverage of what’s happening in...