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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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Interesting Options – Found In This Month’s Variable Annuity Product Filings

In our view, this May variable annuity prospectus update season hasn’t been all that eventful – although we must admit we are still sifting through all the filings. In this commentary we’ll discuss a few...

How Do We Think Q1 Variable Annuity Sales Moved? Not By Much, Either Way

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…

VA Product Launches, Changes Occurring this Month – and Onward

In this report we’ll run through an assortment of variable annuity product developments that are either taking place now, during the May prospectus update season, or will take effect later in the year. In our...

Reviewing Variable Insurance Fund Filings from March, 2015

As is usual for this time of the year, in March the flow of SEC filings related to variable insurance funds slowed, and we saw no new registrations. Most activity by insurers and asset managers...

Random Reflections from the LIMRA/LOMA/SOA Retirement Conference

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

Various Reflections – from Last Week’s Retirement Industry Conference

We have found that the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference always manages to stimulate healthy conversation and debate and this year’s edition, held last week in Las Vegas, was no different. In this...

About Optionality – in the Newest GLWBs and Income-Taking Methods

It’s our view that variable annuity insurers right now are experimenting with contract and rider designs that are geared to provide greater flexibility than ever before, both from the company’s perspective and that of its...

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2015

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

New Coverage: Summaries of New VA Contracts Filed with the SEC in 2015

This table commences our coverage of new variable annuity contracts filed with the SEC so far in 2015…