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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 Interest Rate Risk – and How VA Insurers are Managing It

Although the industry is shifting slowly away from risky guarantees, variable annuity insurers are still finding they need to offer fairly strong benefits in order to bring in meaningful sales. What these companies are doing...

Reviewing Variable Insurance Fund Filings from August and September, 2013

In this report we’ll get caught up with variable insurance fund filings from the months of August and September. Normally we do a fund-related report each month but lately we have been in one of...

Recent Revelations – Regarding VA Insurers’ Planned Product Changes

In this report we won’t be commenting on much in the way of brand-new developments on the variable annuity scene, rather we have some interesting nuances from product filings to share with you…

Prudential Files Another Update to its Highest Daily Lifetime Income Rider

Last Friday Prudential filed a new version of its leading variable annuity lifetime withdrawal benefit, Highest Daily Lifetime Income, and we have to assume that reductions will be made as compared to the current version,...

More FIAs Are Offering Vol Management – to Capitalize on Consumer Interest

Ever since the financial crisis of 2008, we have seen a variety of volatility management strategies developed around the industry, from creative hedging strategies devised by variable annuity insurers to hedge their benefit risks, to...

It’s Out With the Old, In With the New – as Annuity Insurers Enter Autumn

If we were asked to describe how the autumn season is shaping up for the annuity industry so far, we’d say that it’s a time when insurers are following through with new ideas and steadily...

Jackson National Upgrades its VA Riders – a Counterintuitive Move?

Last week Jackson National sent out a field release that confirmed the company will be following through with variable annuity product changes – including some enhancements – which it filed earlier in the year.  In...

At Summer’s End – VA Insurers Were Making Further Product Adjustments

Over the last few weeks of this summer we noticed an interesting mixture of variable annuity product movements, a good number scheduled to take effect during the fall, which we’ll cover in this commentary.  We...

Some Thoughts About the Future of VAs – and Annuities in General

Now that summer is winding down, we’ll take the opportunity to offer up a short reflection on where the variable annuity business stands right now and where it may be headed.  We believe that the...