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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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Looking Ahead – to 4Q13 Variable Annuity Business Results

Fourth quarter earnings season for publicly-traded annuity insurers is close upon us, and we expect that most companies will report fairly decent earnings performance for the time period, given that the stock market finished on...

A Brief VA Contract and Benefit Update – On What’s Coming to Market

At this point in the year we don't tend to see many new variable annuity product filings because insurers are gearing up for changes they have in store for the May prospectus update season. Even...

Reviewing Variable Insurance Fund Filings from November and December, 2013

With this report we will get caught up with noteworthy variable insurance filings from the last two months of 2013. There were quite a few interesting developments during that time, particularly related to volatility-control funds…

Insurers Are Developing More Variations on the Investment-Only VA

As the year began, we were confident more investment-only variable annuities were on the drawing board and we were curious as to how insurers might tinker with the concept. It just so happens that some...

More Thoughts on Shapes VA Product Innovation Will Take This Year

Now that we're getting fully into 2014 we're seeing indications that variable annuity product innovations that either got started last year or gained momentum during that time will be built upon moving foward…

In 2013, VA Sales Eased While Other Annuity Products Gathered Steam

Throughout most of 2013, variable annuity sales took a downward trajectory, due mostly to the de-risking undertaken by insurers, mirroring moves they had executed the year before. While net flows into VAs slowed, fixed and...

In Recent Filings, Prudential Follows the Flow of Industry Product Trends

Variable annuity insurers are steadily migrating towards simpler contracts and risk-sensitive solutions, and lately Prudential has become one of the latest to weigh in on this front, with some filings that follow emerging patterns…

Concerning Directions in the Annuity Business in Late 2013

It's our opinion that the annuity business in the U.S. is showing signs of becoming more balanced in terms of its product offerings and sales practices. Some of this process of change is happening partly...

Earnings Held Up for Insurers in Q3 – But VA Sales? Not So Much

It seems to us that most variable annuity insurers fared well this third quarter from an earnings standpoint, helped by a rise in the stock market. However VA sales were down for the group of...