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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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Observations on the Latest Variable Annuity Contracts Coming to Market

Because there has been a pretty sizable crop of new variable annuities filed this year with the SEC, in this week’s commentary we’ll take a break from discussing the living benefit arms race – since...

More Reconnaissance on the VA Arms Race – What’s Happening with GLWBs

We think most of our readers would agree that the competition in the variable annuity business within Guaranteed Lifetime Withdrawal Benefits (GLWBs) constitutes the largest portion of the living benefits arms race, and this year...

Reviewing Variable Insurance Fund Filings from February, 2008

Each year, February is a month with a high volume of new insurance fund filings and the number of amendments and changes is also quite high. This year was no different as we had another...

“New Wave” Annuities – Offer Living Benefits to Funds, Managed Accounts

Now that the appeal of variable annuity guaranteed living benefits has been firmly established – and has grown steadily over the past several years, greatly helping insurers sustain growth – it seems only natural that...

Further Musings on the Competitive Elements of Variable Annuity Features

Due to the variable annuity living benefit arms race we’re seeing commoditization setting in among Guaranteed Lifetime Withdrawal Benefits (GLWBs), with numerous variations emerging not just due to the heat of competition but because insurers...

Spring VA Product Fashions: Designs and Rollups Meant to Outdo the Rest

We’re just entering the season where new variable annuity product filings really begin to pick up, and there’s ample evidence that the guaranteed living benefit arms race is still being waged with great gusto. To...

Reviewing Variable Insurance Fund Filings from January, 2008

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...

Market Volatility Persists, Impacting Public Insurers’ VA Results in 4Q07

Usually at the end of each year variable annuity sales rebound from the slow period of the summer, however the fourth quarter of 2007 contained a mixture of good and bad for the public insurers...

New VA Contract Notes: Wrapping up 2007 and Getting Into the New Year

In this commentary we’re going to catch up on our monitoring of new variable annuity contract registrations, both from last year and for the start of 2008, and give some highlights on what’s happening in...