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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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An IOVA Update – Looking at Current Products, Ones Coming to Market

Lately we’ve fielded an increased number of questions about investment-only variable annuities (IOVAs) so in this commentary we will weigh in further about them. We expect more IOVAs to be filed over the near term...

Jackson to Suspend Death Benefit Sales, Pru Proceeds with IOVA

It’s been sort of slow going in the variable annuity product pipeline of late, however last week we saw a few interesting developments come through from Jackson National and Prudential: the former will be trimming...

Concerning VA Lifetime Withdrawal Benefits in the Current Environment

In this commentary we’ll discuss recent trends in variable annuity guaranteed lifetime withdrawal benefits (GLWBs), which are still a main driver of industry sales even though most major players have cut back on the generosity...

Reviewing 2013 Industry Sales and Considering What the Future May Hold

Not long ago leading research firms LIMRA and Morningstar released final annuity industry sales data for 2013 – after quite a long wait – and in this commentary we’ll give a few thoughts on the...

Assorted Happenings – Regarding Variable Products, Benefits, Funds

In this commentary we’ll cover some interesting variable product filings from recent weeks that we think are indicative of where insurers are headed with their designs. We’ll also share some brief thoughts about trends in...

Reviewing Variable Insurance Fund Filings from February, 2014

February is typically a month when a large number of new variable fund registrations come through, in preparation for additions to contracts during the May prospectus update season, and such was again the case this...

Talking Product – Changes, New Entries on the Variable Annuity Scene

We’ve seen an interesting mixture of product initiatives on the part of variable annuity insurers in recent weeks, which we will share with you in this commentary. Most of these moves had a de-risking quality...

It Looks Like for Most Insurers, VA Sales Were Down Again in 4Q13

We reviewed fourth quarter earnings results for selected publicly-traded insurers we track regularly and came to the conclusion that variable annuity industry deposits dropped for the quarter and the year as a whole. We think...

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...