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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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VA Industry Sales Remained Weak in Q2 – And May Drop Further

Leading industry research firms released second-quarter 2016 annuity sales data not long ago, and results for variable annuities were down substantially over last year, while some fixed annuity product types did fairly well…

Reviewing Variable Insurance Fund Filings from July, 2016

This report will contain our coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in July, but a good deal of activity involving sub-advisory and fee changes…

Hard to Determine a Clear Direction for VA Industry Sales in 2Q16

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

Reflecting on the GMIB – And Its Current Place in the VA Industry

While the number of guaranteed minimum income benefits (GMIBs) has dropped dramatically from years past, a few still remain for sale, and in this report we will discuss them, and share thoughts on how they...

Impressions on the Second Quarter – And Notes on Recent VA Filings

Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....

Reviewing Variable Insurance Fund Filings from June, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

Another New Contract From Jackson – and Other Recent VA Filings

In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...

Voya Files an Annuitization Offer Again – Plus Notes from Other VA Filings

This will be a rather brief commentary because variable annuity filing activity remains slow around the industry, which is not unusual for this time of year. We will touch on probably the most notable development...

New VA Contracts and Lifetime Withdrawal Benefits on the Way

Over the past couple of weeks we have seen a few interesting new variable annuity contracts and riders come through the pipeline – some of which will be launching soon – and in this report...