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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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An Update on Recent Filings – Including a New Structured Annuity

This report will cover a few interesting new product filings we’ve seen of late from around the industry, including the registration of a new structured annuity…

Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

Use of Benefit Rate Sheets – on the Rise as a Risk Management Tool

Currently those variable annuity insurers selling benefits in which key parameters are reset periodically via rate sheet are still a minority within the industry, however we expect the group will grow in number over time,...

Reviewing Variable Insurance Fund Filings from September, 2015

Last month we saw no registrations of new variable insurance funds, which is not out of the ordinary for the time of year. During the month there were plenty of changes and tweaks – among...

Regarding the Return of a Long-Term Care Rider – and a VA Product Update

In this report we’ll discuss Lincoln National’s re-filing last week of a variable annuity long-term care benefit – a revised version of one originally submitted to the SEC about six years ago. We’ll also touch...

Zurich American Offers Buyback to Owners of Vintage VA Contracts, Riders

This week we’re going to comment on an interesting new variable annuity buyout launched fairly recently by Zurich American Life, an insurer that long ago pulled out of selling new contracts. The fact the company...

Notes on Interesting New Structured Annuities Filed Lately with the SEC

In this commentary we’ll cover a topic we haven’t visited for a while: structured annuities, as a few new ones were filed with the SEC recently, some of them updates to existing contracts. We’ll also...

Considering Themes Relevant to the VA Industry in 2Q15 – and Beyond

It seems like the year is going by very fast – the third quarter is winding down already and yet, in our view, it’s hard to forecast how the variable annuity business will finish up...

Reviewing Variable Insurance Fund Filings from August, 2015

This report contains our customary review of variable insurance fund filings from the prior month. August was marked by interesting changes and adjustments to investment platforms.  During the month we noticed no new fund registrations…