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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 Few Comments on Equity-Indexed Annuities in Regards to the VA Business

While our primary concentration is on the variable insurance business, from time to time we will reflect on the equity-indexed annuity, or EIA, and now is a good time to do so. There are a...

Rollout Reviews: What’s New in Variable Annuity Product Features

In our quick look at spousal lifetime withdrawal benefit provisions last month, we commented on some features that were still in the filing stage. It turns out that a few of these were formally launched...

Q4 Roundup: Variable Annuity Results Stay Relatively Strong in 2005

In the second installment in a regular commentary of The Soleares Report, we are going to review variable annuity business fourth quarter reports and consider what happened in 2005 as a whole. In future weeks...

The Leader Board Remains Tight: Reviewing Q3 Variable Annuity Results

In looking at third quarter results for the variable annuity business, we note that some companies with improving sales and market shares did not necessarily see their overall rankings change correspondingly; indeed, some kept the...