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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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Checking Up on Trends in Variable Annuity GMIBs – Changing, Mixing, Matching

On the variable annuity scene, insurers are still changing their guaranteed living benefits with great alacrity in response to market conditions, albeit less aggressively than in the past, and while most of this movement is...

Reviewing Variable Insurance Fund Filings from September, 2009

During September the rate of variable insurance fund filings with the SEC slowed down a bit – as is the tendency each year – and accordingly there were relatively few new registrations. We think activity...

Recent Distribution Moves – That Are Influencing VA Product, Rider Offerings

Through the second quarter of this year, there remains a lead pack of variable annuity writers still offering relatively rich living benefits, and by our reckoning, this fact contributed to their robust sales during that...

Reviewing Variable Insurance Fund Filings from August, 2009

During August we identified a number of new variable insurance portfolios filed with the SEC, most of them funds of funds (F-of-Fs), however the most frequent activity – as has been the case in recent...

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...

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...