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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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Public Insurers’ Q4 VA Results Point to Overall Improvement for the Industry

For the fourth quarter of 2006 variable annuity sales grew for all the publicly-traded insurers we track, reflecting the experience of the industry as a whole, which we hear rebounded from the lackluster sales of...

Growing Focus on Annuity Exchanges – Fines are Levied, Regulations Updated

Given that tax-free 1035 exchanges are widely acknowledged to be a large portion of annuity sales, we think it’s important for companies working in the marketplace to monitor how these exchanges are being perceived and...

Impressions on the Variable Annuity Business in 2007 – Part II

In this report, our last of the year, we’ll conclude our two-part commentary summarizing key forces influencing the sale of variable annuities in 2007 – our main three being “features, shelf space and scale” –...

Seeing VA Business Priorities Revealed Through Public Insurers’ Q3 Results

The third quarter was a mixed bag for the nine major public variable insurers we regularly track, as all saw sales levels fall sequentially, but apparently these companies don’t feel the results were troubling and...

Beyond the VA “Arms Race” – Towards Meeting Retirement Income Needs

A sentiment we’ve been hearing from industry executives lately is that the variable annuity business already has a plethora of products and features due to the competitive “arms race” that has taken place in recent...

New Internal Replacement Accounting Could Be Challenging for Annuity Insurers

In the coming months, an issue of much interest to annuity issuers will be that of an impending change in accounting for Deferred Acquisition Costs (DAC) on internal replacements that will impact how companies conduct...

Impressions on Consumer-Friendly Issues for the Variable Annuity Business

In our last report we discussed how insurers are building fee reductions into their variable annuities, which we think is good for the industry in that it may help counter some negative perceptions. This week,...

Publicly-Traded VA Insurers Fare Better in Q2 – as Reported in Earnings Calls

We always look forward to reviewing major public insurers’ quarterly calls during earnings season, as these companies in many ways act as barometers for the health of the variable annuity business as a whole. In...

VUL Breeding: Hybrid Policies Mix Protection, Equity Exposure and Liquidity

Variable Universal Life (VUL) policies certainly have a lot going for them in terms of optionality and flexibility, with the insured being able to adjust the death benefit, the timing and level of premium payments,...