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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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New Pension Reform Act Should Help Annuity Business on Several Fronts

In our opinion, the new Pension Protection Act of 2006 does much to encourage Americans to save for retirement and contains provisions to make annuities more attractive both within Defined Contribution (DC) plans and in...

Brief Thoughts on Tax Issues Affecting the Variable Annuity Business

We are trying to get our arms around a number of tax considerations regarding variable annuities that might end up impacting the business rather sooner than later. At least one reason for concern is that...

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...