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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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Putting Hartford’s Planned VA Fund Replacements in Perspective

In this commentary we’ll discuss Hartford’s plan to replace a large number of funds in its variable annuity contracts, and the controversy it has generated. We’ll also endeavor to put the proposed move in context...

Reviewing Variable Insurance Fund Filings from January, 2017

In this report we'll get started with our coverage of notable variable insurance fund filings for each month of 2017. During January we identified just one new registration, yet there were a good number of...

Some Comments on Recent VA Filings – Including New Contracts

Over the past couple of weeks we have seen a few interesting developments along the variable annuity product pipeline which we'll cover in this commentary, among them a new guaranteed lifetime withdrawal benefit (GLWB) and...

Update: Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

This table is our final update to our coverage of new variable annuity lifetime withdrawal benefits filed with the SEC in 2016; it contains summaries of 19 riders…

Concluding Notes on VA Lifetime Withdrawal Benefits Filed in 2016

In this report we’ll offer up our reflections on the kinds of guaranteed lifetime withdrawal benefits (GLWBs) that were filed by the variable annuity industry last year. We anticipate that the same design concepts will...

Update: Summaries of New VA Contracts Filed with the SEC in 2016

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2016; it contains summaries of 45 new contracts, 26 of them “wrap” products designed for fee-based...

An Update on VA Contract Registrations from Last Year – Into This

In this report we’ll get caught up with variable annuity contract registrations, wrapping up our coverage of filings from last year and touching on a couple of new ones that came through this month…

Reviewing Variable Insurance Fund Filings from December, 2016

With this report we’ll wrap up our coverage of notable variable insurance fund filings from last year. During December there were a number of interesting new registrations, including some managed-volatility portfolios…

Early 2017 Thoughts – So Far, a Slow Start for the VA Product Pipeline

Now that we are well into the second week of the New Year, we must say we haven’t seen any particularly notable variable annuity product concepts get introduced yet, and we think the lack of...