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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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Taking Inventory of Relevant VA Industry Themes Through 3Q09

Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...

VA Insurers are Downshifting, Looking to Trim Risk on their GLWBs

During the first half of this year, a few variable annuity insurers were still selling relatively rich Guaranteed Lifetime Withdrawal Benefits (GLWBs), looking to grab market share at a time when most competitors were scaling...

Upward Market Movement Provided Relief to Insurers’ VA Risk Levels

The recovery in the financial markets that took place in the second quarter not only helped variable annuity sales bounce back for most insurers, another positive development was a reduction in the levels of risk...

2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...

Works in Progress: Contingent Annuities for Mutual Funds, Managed Accounts

For some months we’ve been planning to provide an update on annuities constructed to wrap living benefits around retail mutual funds and brokerage accounts, because we haven’t checked in on them for a while and...

Reviewing Variable Insurance Fund Filings from June, 2009

In this report we’ll offer our monthly notes and comments on variable insurance fund filings, and we’d describe June as having been not very active in terms of new registrations, but there were numerous mergers,...

Spanning the Seasons – VA Product Launches Scheduled for Summer and Fall

As we commence the third quarter – usually a pretty slow period for variable industry sales – the pace of de-risking seems to be settling down a bit, but the process is not over by...

Reviewing Variable Insurance Fund Filings from April and May, 2009

It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...

Keeping Things Interesting – Further Variations In VA Product Offerings

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...