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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 April-May, 2012

Recently there’s been quite a bit of interesting product tweaking and modification activity occurring around the variable annuity space, enough for us to get a little behind on our monthly coverage of what’s happening in...

Early Signs Point to Headwinds for the Variable Annuity Marketplace in 2012

Based on recently released industry sales figures, as well as the kinds of signals we’ve been getting from leading insurers, we are of the opinion there will be strong downward pressure on variable annuity sales...

VA Insurers Are Taking Measured Steps in Adjusting Their Products

It seems to us that most variable annuity insurers lately have been exercising great care in making changes to their contracts and benefits in response to competitive conditions. In recent weeks we have seen more...

Departures, De-Risking Dampened Variable Annuity Sales in 1Q12

As we usually do on each quarter, we compiled variable annuity sales results for 10 stock-traded insurers we watch on a regular basis, because performance of this group has proven to be a good early...

Product Revisions are Becoming Nuanced Given the Current Environment

Around the variable annuity space we’d have to characterize this time period as one in which insurers are attempting to make careful adjustments to their contracts and features so as to address risk and competitive...

VA Insurers are Looking to Calibrate Their Sales – Using a Variety of Means

Around the variable annuity industry some insurers are attempting to regulate their rate of business through focused initiatives, whether related to product, distribution, or both. Some are trying to deliberately slow their sales; others are...

Reviewing Variable Insurance Fund Filings from March, 2012

The month of March was not so very eventful in terms of filings related to variable product funds. We saw no new registrations come through, and we attribute this to the fact that most insurers...

Reviewing Variable Insurance Fund Filings from January and February, 2012

We’ve arrived at the point in the year when the rate of SEC filings related to variable insurance funds increases as insurers touch up their investment platforms for the prospectus update season. In this report,...

“Shuffling the Deck” – Intriguing VA Product Changes are in the Pipeline

In recent weeks we have noticed a marked increase in variable annuity product filings being submitted to the SEC, most containing tweaks and adjustments scheduled to take effect in May. If this rate of filing...