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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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2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...

Early Impressions of 2Q09 VA Sales Results, Who is Gaining Momentum

Recently we’ve been soliciting opinions (and, we must admit, a few rumors) from our industry contacts on which variable annuity players got some sales momentum during the second quarter, to help us get some early...

Works in Progress: Contingent Annuities for Mutual Funds, Managed Accounts

For some months we’ve been planning to provide an update on annuities constructed to wrap living benefits around retail mutual funds and brokerage accounts, because we haven’t checked in on them for a while and...

An Ongoing Process – Finding Significance in VA Industry Product Changes

Because of the steady flow of tweaks and adjustments insurers have been making to their variable annuity offerings, it’s not easy to determine which changes are meaningful, and which are simply “noise.” In this commentary...

Spanning the Seasons – VA Product Launches Scheduled for Summer and Fall

As we commence the third quarter – usually a pretty slow period for variable industry sales – the pace of de-risking seems to be settling down a bit, but the process is not over by...

On the Rebound? Plotting the Trajectory of the VA Industry in 2Q09

Now that the second quarter is wrapping up we figured we’d take a few moments to take quick stock of that period, how the variable annuity industry might have performed. It’s our opinion that when...

Continuing Our Coverage of Recent VA Contract and Rider Movements

This week we’re following up on our previous commentary with further notes on recent filings of variable annuity contracts and benefits. In monitoring what’s been going on we’re of the opinion that now more than...

Digging Into the Details: Movements in VA Designs, Applications

As this week begins, we’ve been combing through variable annuity contract registrations – including ones from this year we haven’t commented on yet – and so far we’ve been finding interesting designs and approaches getting...

Keeping Things Interesting – Further Variations In VA Product Offerings

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...