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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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Hard to Determine a Clear Direction for VA Industry Sales in 2Q16

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

New Coverage: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table summarizes five GMIBs that, according to our records, are still available for sale, on variable annuity contracts offered by AXA Equitable, Lincoln National and New York Life…

Reflecting on the GMIB – And Its Current Place in the VA Industry

While the number of guaranteed minimum income benefits (GMIBs) has dropped dramatically from years past, a few still remain for sale, and in this report we will discuss them, and share thoughts on how they...

Impressions on the Second Quarter – And Notes on Recent VA Filings

Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....

Reviewing Variable Insurance Fund Filings from June, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

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

This table updates our coverage of new variable annuity contracts filed with the SEC in 2016 and we have endeavored to capture noteworthy changes to the initial registrations…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year…

Another New Contract From Jackson – and Other Recent VA Filings

In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...

Voya Files an Annuitization Offer Again – Plus Notes from Other VA Filings

This will be a rather brief commentary because variable annuity filing activity remains slow around the industry, which is not unusual for this time of year. We will touch on probably the most notable development...