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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 Insurers Tread Carefully in Adjusting Products, Launching New Ideas

As the New Year has gotten underway, we can’t say we’ve seen any real earth-shattering variable annuity products as of yet. Indeed, some tweaks and revisions filed with the SEC last year have not rolled...

“Stretching Exercises” – That Might Pull VA Products in New Directions

It’s our sense that, unless there is a dramatic (and sustained) rebound in the financial markets near term, most variable annuity insurers will be in de-risking mode. For that reason we expect more of the...

A Busy Beginning – for Product Moves Around the VA Business

Through the latter months of last year, we saw a number of variable annuity product changes in the pipeline whose details were not fully fleshed out. Because of this we got the feeling that most...

A Season of Change – In Which VA Insurers Are Moving Tentatively

Many variable annuity issuers have been filing changes to their products – mostly of the de-risking variety – but they have not taken what we would call drastic measures. We think this is because most...

A Quick Look Back – on 2011 and its Significance for the VA Industry

As we have done in the past, we reserved our last weekly commentary of this year for a reflection on how the variable annuity business performed in 2011. It is our way of getting a...

Winding Down – There May Be More Surprises Before the Year Ends

As we write this, product filing activity around the variable annuity business has slowed down a bit, but there remain numerous modifications in the pipeline, quite a few of them not scheduled to come out...

Questions Linger – as to Where the VA Industry, Certain Players are Headed

We think these are rather uncertain times for the variable annuity space: companies are cutting back in one form or another – actually many pending product changes have yet to be fully revealed – and,...

“Headwinds” – Market Doldrums Caused Problems for VA Issuers in 3Q11

Earnings season for stock-traded insurers we monitor regularly has concluded, and, for the most part, variable annuity sales for those companies fell, due to a combination of factors that have become familiar to anyone following...

“Trick or Treat” – a Bag Full of De-Risking, Fire Sales, and a Market Bounce

If we were to liken the variable annuity industry to a ship on the high seas, we’d have to say it has been tossed around by contrary winds of late. Choppy equity markets and low...