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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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Reviewing Variable Insurance Fund Filings from July, 2007

Just as was the case last year, this July there weren’t many new variable funds registered – this time there were only three target maturity funds-of-funds (F-of-Fs) – but there were still plenty of adjustments...

Reviewing Variable Insurance Fund Filings from June, 2007

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

An Ongoing Task: Evaluating VA Net Flows and Their Utility for the Industry

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

Reviewing Variable Insurance Fund Filings from May, 2007

After reviewing variable fund filings from the month of May we found, as usual, interesting new registrations plus numerous changes and adjustments to fees and expenses, sub-advisors and other matters. Of particular note were some...

Reviewing Variable Insurance Fund Filings from April, 2007

During April we didn’t identify a great many new variable fund registrations, rather most SEC filings over the month consisted of routine annual prospectus updates, many of which reiterated, or made official, changes or adjustments...

The Latest News on Variable Annuities in Defined Contribution Plans

In this commentary we’re going to quickly give our perspective on news and developments related to variable annuities and defined contribution (DC) plans, especially 401(k)s, since many insurers perceive these programs to be a possible...

More of a Bargain: Movements in VA Contract Design and Structure

If there’s any one trend in variable annuity design we see building momentum, it’s that of insurers offering contracts with lower-than-average costs, usually combined with a relatively modest number of sub-accounts and optional benefits. Since...

Reviewing Variable Insurance Fund Filings from March, 2007

Maybe we’ve said this all too often, but a pervasive theme in variable funds of late has been that of asset allocation, and in March this held true again, as there were a number of...

Continuing the Discussion: VA Industry Issues Informing Product Designs

With this commentary we’ll follow up on our previous report by reflecting on some important themes in the variable annuity industry and how they are intimately connected to the products, features and funds being marketed...