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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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A Look Ahead – Question Marks for the VA Business as Q2 Begins

Because of the diminished sales of variable annuities last year, we can’t help but wonder whether the industry can eventually participate more fully in the recovery of the financial markets – or, will it continue...

Reviewing Variable Insurance Fund Filings from January-February 2010

With this report we acknowledge we fell behind on our coverage of variable insurance underlying funds, so we’re going to take the opportunity to get caught up with what happened in the months of January...

VA Contract Considerations – And Assorted Notes on Other Matters

We’ve been providing frequent commentary lately about guaranteed living benefits – which we think is warranted since they are so integral to the variable annuity sales story these days – however this week we’ll focus...

“Five at 65” – Enhancements of Variable Annuity Riders Are Picking Up Again

Innovation permeates the very core of the variable annuity business; in fact we’ve come to expect near-constant creativity from actuaries and product development specialists. The rate of movement may have slowed compared with years past,...

Reviewing Variable Insurance Fund Filings from December, 2009

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

Sorting Through Notable Variable Annuity Product Developments

We continue to see an interesting mix of variable annuity contracts and features coming out, some following the trend towards the simpler and cheaper, others more fully loaded. Regardless of this diversity, we firmly believe...

Reflecting on the VA Industry in 2009: A Time of Shifting Realities

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

Reviewing Variable Insurance Fund Filings from November, 2009

This November, the rate of variable insurance fund filing was relatively slow, as is usually the case each year, but we also got the feeling that insurers are being more cautious with their investment platforms,...

Talking Product – Reflecting On Changes, Innovation in the VA Business

There remains a near-constant flow of changes and adjustments being made to products in the variable annuity space, due to a mix of competitive and risk-based concerns, and we don’t see any let-up to this...