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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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Some Variable Annuity Benefits, Contracts Scheduled to Roll Out in May

Over the past few months variable annuity insurers have been filing products that will debut during the May prospectus update season, and in this commentary we’ll touch on some we think are noteworthy…

Reviewing Variable Insurance Fund Filings from December, 2010

Two trends we saw last year in variable product investment options were the introduction of portfolios that had some sort of risk sensitive component to them, along with the trimming of platforms to pare down...

2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking

It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...

Reviewing Variable Insurance Fund Filings from November, 2010

During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...

Reviewing Variable Insurance Fund Filings from October, 2010

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...

Reviewing Variable Insurance Fund Filings from September, 2010

It’s time again for us to conduct our monthly review of variable insurance fund filings. We thought the industry was pretty active during September, with insurers making quite a few modifications to their investment platforms…

Q4 Launches – Products Insurers Hope Will Attract Sales into the New Year

It’s our feeling that these days, most variable annuity insurers are in a “reactive mode” in that few are making truly bold moves with their products; rather they are content to make modifications and enhancements...

Reviewing Variable Insurance Fund Filings from August, 2010

It’s once again time for us to provide our monthly update on filings of variable insurance funds, and our first observation is that in August there were few new registrations, but we’re used to seeing...

Back to School – Viewpoints on VA Industry Issues as Q3 Winds Down

The weather has gotten cooler, football season has commenced, and families are back from vacation, all these things serving to remind us that we are coming to the end of the third quarter. In this...