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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 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...

“One From Column A” – Optionality Within VA Benefit Allocation Programs

To date, pretty much all variable annuity insurers impose investment restrictions on clients who purchase guaranteed living benefits, the balancing act is to do this while still affording some measure of choice, and in this...

VA Rider Design Trends – GLWBs That Stay Rich, But Address Risk Issues

In this commentary we will be discussing some of the newer variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) that insurers have been filing, many of these riders offering robust base growth rates, yet also incorporating...

Reviewing Variable Insurance Fund Filings from October, 2009

During the month of October there was the usual moderate stream of variable insurance fund filings, and within them one could see evidence of key priorities for the industry, one of the most obvious being...

Checking Up on Trends in Variable Annuity GMIBs – Changing, Mixing, Matching

On the variable annuity scene, insurers are still changing their guaranteed living benefits with great alacrity in response to market conditions, albeit less aggressively than in the past, and while most of this movement is...

A Look at the Pipeline: What’s in New VA Contracts Registered This Year

One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...

Reviewing Variable Insurance Fund Filings from September, 2009

During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...

VA Insurers Will Pursue Studied Tactics, New Directions, During Q4

As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...