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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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GLWB Update – Newest Riders Contain Risk-Related Components

There’s little doubt variable annuity insurers are carefully monitoring their benefit risk levels, leading them to come out with new Guaranteed Lifetime Withdrawal Benefits (GLWBs) with elements that will make adjustments to ward off the...

Odds and Ends – Catching Up on Product Filings, Tweaks Around the Business

The prospectus update season might have been quieter than usual, but in recent weeks we’ve seen an interesting assortment of variable annuity product and feature filings, most of which will take effect during July and...

Variable Annuity Sales from 1Q10 – Could The Industry Be Back on Track?

The fortunes of the variable annuity business are still largely dictated by the performance of companies with the most attractive guaranteed living benefits, and, based on some improvement we saw from a few insurers we...

GMABs and More – Currents of Activity in VA Prospectus Updates

Last week we saw a surge in SEC filings related to variable annuities – many of them May 1 prospectus updates – and in our next few reports we’ll comment on interesting things we found...

Spring Tweaking – VA Product Changes Emphasizing Income, Protection

So far this year we’re seen a number of variable annuity insurers start building in higher guaranteed annual withdrawal amounts (GAWAs) on their lifetime withdrawal riders. Some of these new schemes have been rather creative,...

The Adjustment Game – There’s No Set Formula to Tweaking VA Products

We are accustomed to seeing numerous variable annuity ideas get introduced in early spring, however lately things have become slower than usual. We attribute this to insurers being a bit tentative about taking any serious...

A Look Ahead – Question Marks for the VA Business as Q2 Begins

Because of the diminished sales of variable annuities last year, we can’t help but wonder whether the industry can eventually participate more fully in the recovery of the financial markets – or, will it continue...

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...

“Playing the Percentages” – Where GLWB Competition is Headed

During this prospectus update season we intend to be vigilant in tracking variable annuity product developments, and in this commentary we’ll provide some more perspective on an area in which we’re seeing a good deal...