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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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Immediate annuities
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Assessing Windows of Opportunity for Variable Annuities in Qualified Plans

One topic we plan to tune into regularly in our reports is the use of variable annuities in qualified plans, a practice that has its critics, yet quite a few industry observers think this section...

VA Contract Trends – More Immediate Income Products on the Horizon

This year we haven’t seen as many new variable annuity contracts being registered as in the past, a fact we think reflects current conditions like the consolidation of market share, the competition around benefit features...

Product Innovation is Growing on the Qualified Side of the Variable Business

As The Soleares Report evolves, we’ll have plenty to report regarding variable insurance products and features because new things are constantly coming out. This continuous introduction of ideas is important to the health of the...

A Better Wealth Transfer: Strategies that Move a Deferred Annuity to a VUL

One of the more innovative variable insurance developments we’ve seen in recent years is a multi-faceted strategy whereby assets from a deferred annuity are moved to a variable life policy by using payments from a...