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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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Talking Product – Reflecting On Changes, Innovation in the VA Business

There remains a near-constant flow of changes and adjustments being made to products in the variable annuity space, due to a mix of competitive and risk-based concerns, and we don’t see any let-up to this...

“One From Column A” – Optionality Within VA Benefit Allocation Programs

To date, pretty much all variable annuity insurers impose investment restrictions on clients who purchase guaranteed living benefits, the balancing act is to do this while still affording some measure of choice, and in this...

“Stealing the Show” – A Select Few VA Players Excel During 3Q09

During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...

Checking Up on Trends in Variable Annuity GMIBs – Changing, Mixing, Matching

On the variable annuity scene, insurers are still changing their guaranteed living benefits with great alacrity in response to market conditions, albeit less aggressively than in the past, and while most of this movement is...

A Look at the Pipeline: What’s in New VA Contracts Registered This Year

One of the many ongoing tasks we have on our “to-do list” is to stay current with what’s happening in new variable annuity contracts coming to market, so in this commentary we’ll catch up with...

Factors Influencing the Positioning of VA Benefits in the Current Environment

To continue with an opinion we expressed last week: over the remainder of the year we expect to see a mixture of aggression and retreat on the part of variable annuity insurers, as some will...

VA Insurers Will Pursue Studied Tactics, New Directions, During Q4

As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...

Recent Distribution Moves – That Are Influencing VA Product, Rider Offerings

Through the second quarter of this year, there remains a lead pack of variable annuity writers still offering relatively rich living benefits, and by our reckoning, this fact contributed to their robust sales during that...

Taking Inventory of Relevant VA Industry Themes Through 3Q09

Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...