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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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Some of the Whys and Wherefores – Influencing VA Product Movements

The rate of filing in the variable annuity business has settled down a bit in recent weeks, although we figure that there are plenty of new concepts in the pipeline. Since things are a little...

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

Reviewing Variable Insurance Fund Filings from December, 2009

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

Sorting Through Notable Variable Annuity Product Developments

We continue to see an interesting mix of variable annuity contracts and features coming out, some following the trend towards the simpler and cheaper, others more fully loaded. Regardless of this diversity, we firmly believe...

Reflecting on the VA Industry in 2009: A Time of Shifting Realities

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...

Reviewing Variable Insurance Fund Filings from November, 2009

This November, the rate of variable insurance fund filing was relatively slow, as is usually the case each year, but we also got the feeling that insurers are being more cautious with their investment platforms,...

Reviewing Variable Insurance Fund Filings from October, 2009

During the month of October there was the usual moderate stream of variable insurance fund filings, and within them one could see evidence of key priorities for the industry, one of the most obvious being...

“Stealing the Show” – A Select Few VA Players Excel During 3Q09

During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...

2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...