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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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Random Thoughts Regarding 1Q19 Results for the VA Business

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

Another Update – Covering a Wide Variety of Filings from April, 2019

In this report we’ll get caught up with noteworthy variable annuity filings from the month of April. During that time we saw a few new registrations, amendments to contracts currently in the pipeline, and plenty...

More Thoughts – on New VA Contracts Coming to Market in 2019

In this report we’ll provide more perspective on the kinds of new variable annuity contracts that are being registered this year with the SEC. A common tendency has been for insurers to “bracket” key elements...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

An Outlook on 3Q18 Sales – and Notes on Recent Product Filings

As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with...

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

Digging into Some Noteworthy Variable Annuity Product Filings

In recent weeks we’ve been noticing some interesting variable annuity product filings come through – most of them involving changes to existing contracts and benefits – and in this report we’ll report on them…

Reflecting on Ohio National’s Decision to Depart the Annuity Business

It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...