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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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Deferred income annuities
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A Season of Change: VA Sales Fall as Insurers Cut Back on Their Products

The year 2012 was a time when insurers made reductions to their variable annuity products: these moves included the trimming of guarantees, fee increases, closures of contracts and riders, installation of tighter investment restrictions, cuts...

VA Insurers Attempt to Design Attractive – But Manageable – Guarantees

A dilemma for insurers working in the variable annuity space these days is how to offer guarantees without taking on undue amounts of risk. To our minds this consideration is a priority for the industry,...

Newer Annuity Types That Are Emerging During this Period of De-Risking

For the most part, variable annuity insurers are moving away from selling risky benefits, but we think that the process of de-risking will take time, because industry sales are still largely driven by the richest...