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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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Considering Themes Relevant to the VA Industry in 2Q15 – and Beyond

It seems like the year is going by very fast – the third quarter is winding down already and yet, in our view, it’s hard to forecast how the variable annuity business will finish up...

Reviewing Variable Insurance Fund Filings from August, 2015

This report contains our customary review of variable insurance fund filings from the prior month. August was marked by interesting changes and adjustments to investment platforms.  During the month we noticed no new fund registrations…

Notes on New VA and GLWB from Ameritas – and Recent Filings

. In this report we will catch up with recent variable annuity product filings submitted to the SEC, among them a contract from Ameritas registered last week that contains a new guaranteed lifetime withdrawal benefit…

Thoughts on Variable Annuity Contract Share Classes – and Suitability

This commentary will be a short reflection on how a distribution arm of Voya Financial has curtailed the sale of certain variable annuity share classes with guaranteed benefits, at the insistence of regulators. It’s our...

Income Considerations – That Will Affect Annuity Products in the Future

This commentary will be a brief reflection on recent developments regarding the income-taking aspects of annuities that we think our subscribers should monitor – as it’s not clear to us yet how much of an...

Reviewing Variable Insurance Fund Filings from July, 2015

This July was pretty lively in terms of variable fund filing activity, as we’re used to things slowing down in the summer. In this report we’ll cover some interesting new fund registrations, plus the usual...

Thoughts from Q2 Earnings Season – We Suspect VA Sales Improved

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

AXA Files New Form of Variable Annuity Benefit Buyout – with Options

This year we’ve been expecting to see more insurers offer variable annuity benefit buyback programs, but so far only the same small number of companies has done so.  Late last week one member of this...

Reviewing an Interesting New Forethought VA ̶ and Other Recent Filings

At this point in the summer, variable annuity product pipeline activity has slowed considerably – as is typical for the time of year – however we did see a recent contract registration from Forethought Life...