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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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Regarding Risk – and How VA Insurers’ Methods Are Evolving to Manage It

This year has been one of rapid change, as variable annuity insurers of all sizes have sought to reduce their product-related risks in one form or another, and we’re sure that anyone looking at all...

Thoughts on Variable Annuity Change Trends As We Enter 4Q12

Variable annuity insurers have certainly been very active this year in de-risking their products in response to competitive and market-related conditions, however in recent weeks filing activity has slowed down a bit. It could be...

Reviewing VA Guaranteed Benefit Assets, NAR Movements From Q2

At different points in the past we have combed through quarterly financials of stock-traded insurers for data related to variable annuity guarantees, in an effort to gain insight on how such benefits might be impacting...

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...

Early Signs Point to Headwinds for the Variable Annuity Marketplace in 2012

Based on recently released industry sales figures, as well as the kinds of signals we’ve been getting from leading insurers, we are of the opinion there will be strong downward pressure on variable annuity sales...

VA Insurers are Looking to Calibrate Their Sales – Using a Variety of Means

Around the variable annuity industry some insurers are attempting to regulate their rate of business through focused initiatives, whether related to product, distribution, or both. Some are trying to deliberately slow their sales; others are...

On Finding Capacity – During a Stressful Time for the Annuity Business

In this report we’ll share what we thought were key takeaways from the Insured Retirement Institute’s 2012 Marketing Summit held last week in New York City, and try to put those thoughts in perspective with...

“Shuffling the Deck” – Intriguing VA Product Changes are in the Pipeline

In recent weeks we have noticed a marked increase in variable annuity product filings being submitted to the SEC, most containing tweaks and adjustments scheduled to take effect in May. If this rate of filing...

A Contract Update – and Other Notes from the May Prospectus Season

At this time of year there’s a deluge of variable annuity prospectus updates being submitted to the SEC, and, as usual, we’ve been sifting through those documents in an effort to find newsworthy things to...