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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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Concerning VA Industry Sales and Product Moves for the Rest of 2013

In this commentary we'll share our views on competitive conditions in the variable annuity space, and discuss emerging products that may influence sales over the remainder of this year, and beyond…  

At Summer’s End – VA Insurers Were Making Further Product Adjustments

Over the last few weeks of this summer we noticed an interesting mixture of variable annuity product movements, a good number scheduled to take effect during the fall, which we’ll cover in this commentary.  We...

Some Thoughts About the Future of VAs – and Annuities in General

Now that summer is winding down, we’ll take the opportunity to offer up a short reflection on where the variable annuity business stands right now and where it may be headed.  We believe that the...

An Update on Variable Annuity Contract and GLWB Filings in 2013

We have been sifting through recent filings of variable annuity contracts and lifetime withdrawal benefits and, while we haven’t been seeing quite as much activity in the pipeline as in past years, we did catch...

Spring Arrivals – of New Variable Annuity Product Concepts and Revisions

Each year we look forward to the May prospectus update season – despite the onslaught of filings – because interesting storylines always seem to emerge during that time. In this commentary we’ll discuss a few...

Insurers are Reshaping Annuities to Offer Unique Income-Focused Guarantees

The annuity industry is now in a period where it is seeking to develop new product types, using the lessons learned during the heady days of the variable annuity arms race. It is abundantly clear...

Thinking About Retrenchment – and Related Themes Affecting the VA Market

Variable annuity product filing has been a bit slow of late, so in this commentary we will take a step back and reflect on the subject of retrenchment within the industry, how most insurers are...

A Season of Change: VA Sales Fall as Insurers Cut Back on Their Products

The year 2012 was a time when insurers made reductions to their variable annuity products: these moves included the trimming of guarantees, fee increases, closures of contracts and riders, installation of tighter investment restrictions, cuts...

VA Insurers Attempt to Design Attractive – But Manageable – Guarantees

A dilemma for insurers working in the variable annuity space these days is how to offer guarantees without taking on undue amounts of risk. To our minds this consideration is a priority for the industry,...