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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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The “De-Risking” Process Ramps Up Around the Variable Annuity Business

We’re figuring that the myriad reductions variable annuity insurers have been making to their benefits and features signal the potential for reduced deposits and net flows for the industry, not to mention big shifts in...

A Discussion of Variable Annuity Industry Hot Topics as 2Q09 Gets Underway

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...

Uncovering Meaning in Recent Rounds of VA Industry Repositioning

Since the second half of last year, the variable annuity business has been in transition, and a nearly constant stream of adjustments have been made to contracts, riders, not to mention other things, these certainly...

Sundry Thoughts on VA Sales – During a Time of Rider Tweaks and Twists

Lately we’ve learned there was movement along the variable annuity sales leader board during the fourth quarter. For now we think the top 25 will remain in place, with some shifting within that group, although...

Variable Annuity Product Amendments Indicate Insurers’ Concerns, Priorities

Various Stressors Are Impacting the VA Business as Spring is on the Way

We have a feeling this spring will be a busy one for the variable annuity business because in addition to submitting annual prospectus updates, most insurers will be looking to adjust their contract and benefit...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Shining a Spotlight on GMIBs – Competitors Look for the Lucky Number

Following up on our last report covering lifetime withdrawal benefits, this week we’re going to focus on variable annuity Guaranteed Minimum Income Benefits (GMIBs), because tweaks and modifications have been taking place that we think...

Phased Cutbacks to Benefits Continue, May Updates Start to Come In

This week we intended to focus exclusively on developments in variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) however we will mention a few notable changes to other benefit categories, since a few interesting things have...