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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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Update: Summaries of New VA Contracts Filed with the SEC in 2018

This table updates our coverage of new variable annuity contracts filed with the SEC in 2018 and contains summaries of 18 new products…

Another Update – on Recent Variable Annuity Product Filings

In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

Reviewing Variable Insurance Fund Filings from July, 2018

In July variable insurance fund filing activity was fairly vigorous, which is not usual for the time of year. We noticed heightened amounts of sub-advisory replacements and fee adjustments, which we’ll cover in this report…

New Coverage: Summaries of Structured Annuities

This table contains summaries of 31 structured annuities that, according to our records, are currently for sale in the industry…

An Update on Current Trends in Structured Annuity Products

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...

Looking Ahead – to Insurers’ Second Quarter VA Business Results

Second-quarter earnings season for stock-traded insurers is now underway and we are looking forward to hearing how variable annuity sales fared for companies we watch regularly. We suspect that more than a few carriers experienced...

A Few Comments on Recent Variable Annuity Product Changes

Over the past few weeks filing activity along the variable annuity product pipeline has been a bit slow, typical for the summer, however there were a pair of noteworthy adjustments made by insurers which we’ll...

Reviewing Variable Insurance Fund Filings from June, 2018

Just like the prior month, in June we saw a fairly substantial amount of variable insurance fund filing activity, including quite a few changes to investment platforms through mergers and liquidations…