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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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Living benefits
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The Province of VA Lifetime Withdrawal Benefits – A Constantly Shifting Terrain

In the variable annuity business, it’s crucial for leading companies to have new ideas in the pipeline at all times because the living benefits arms wars are still being waged with great intensity. The way...

VA Income Benefits Are Evolving to Offer New Forms of Guaranteed Income

We believe that Guaranteed Minimum Income Benefits (GMIBs) are still formidable weapons in the variable annuity benefit arsenal, they have been around for awhile and many financial advisors still find them quite attractive. While innovation...

As Went the Market, So Went the Industry – VA Results of Public Insurers in 1Q08

Based on first quarter variable annuity sales of public insurers we track regularly – and some early estimates of how the industry fared – the first quarter of 2008 was a period where industry deposits...

Insurers Are Ironing Out Details of Group Annuity Certificate Products

Even though not even two months has elapsed, much activity has occurred since we last weighed in on new group annuity certificate products that were built to wrap lifetime withdrawal benefits around retail mutual funds...

Reviewing Variable Insurance Fund Filings from March, 2008

This commentary is our regular look back at notable SEC filings of variable insurance funds from the previous month. In March we did not see many new registrations, but there were numerous adjustments of different...

Sketching Out Issues in the VA Space – in Anticipation of 1Q08 Sales

As we post this report, the insurance sector is entering earnings season and we’re looking forward to listening in on the conference calls because they always contain good nuggets of information about the variable annuity...

Observations on the Latest Variable Annuity Contracts Coming to Market

Because there has been a pretty sizable crop of new variable annuities filed this year with the SEC, in this week’s commentary we’ll take a break from discussing the living benefit arms race – since...

More Reconnaissance on the VA Arms Race – What’s Happening with GLWBs

We think most of our readers would agree that the competition in the variable annuity business within Guaranteed Lifetime Withdrawal Benefits (GLWBs) constitutes the largest portion of the living benefits arms race, and this year...

Benefit Outlook – Disparate Notes on VA Guarantees and the Current Climate

A significant number of variable annuity contracts and benefits will be rolling out over the next few months, and as we monitor the goings on, we’ll be watching to see whether new product ideas will...