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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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Reviewing Recent Pre-Effective Amendments to VA Contact Registrations

This report will provide a quick update on amendments to new variable annuity contracts registered earlier in the year – most of them designed for fee-based advisors – which should launch fairly soon…

Taking a Moment to Think About VA Benefit Values, Net Amount at Risk

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...

Reviewing Variable Insurance Fund Filings from October, 2016

In this report we’ll cover noteworthy variable insurance fund filings from October, including a few new registrations…

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

New VA Ideas from Lincoln National – and Other Notable Filings

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...

Reviewing Variable Insurance Fund Filings from September, 2016

This report will contain our usual coverage of variable insurance fund filings from the prior month. During September we saw no new registrations, rather most of the activity involved various changes to existing funds…

A Buyout Offer from Voya – and Other Activity From the VA Pipeline

Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...

More on Fee-Based VA Contracts – And Other Recent Developments

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…

Update:Summaries of New Guaranteed Lifetime Withdrawal Benefits Filed with the SEC in 2016

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