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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 Variable Insurance Fund Filings from December, 2014

This past December we saw no new registrations of variable insurance funds, but that isn’t out of the ordinary because filing activity usually slows down late in the year. In any event, plenty of other...

Getting Clarity on Transamerica’s Recent VA Product Moves

Last week we noted how Transamerica filed to remove optional guaranteed death and living benefits from one of its variable annuity contracts – something we found quite intriguing – and in this report we will...

The VA Industry’s Product De-Risking Theme Is Continuing Into 2015

In this commentary we will get caught up with recent variable annuity filings – a good number of them involving de-risking – that we think provide great examples of how industry trends and themes that...

VA Sales in 2014 Were Slow Again, Reflecting a Retooling Environment

Each year we devote the last commentary of December to taking a quick look back at the past year in the variable annuity business, and we’ll do so again this time, and also make some...

Update: Variable Insurance Volatility-Managed Portfolios

This updated spreadsheet of variable insurance volatility-managed portfolios contains data through the third quarter of 2014, and incorporates some adjustments to the data set. By our count there were 190 such portfolios in operation, containing...

Reviewing Variable Insurance Fund Filings from November, 2014

This report will cover noteworthy variable insurance fund filings from November – which was a fairly active month – and also briefly discuss trends in variable managed-volatility funds…

Sizing Up the Playing Field – More Thoughts on 3Q14 Industry Sales

In this commentary we’ll provide more of our observations on annuity sales in the third quarter, and consider the competitive landscape as we enter the holiday season…

An Update on VA Industry Filing Activity at the Start of December

Activity along the variable annuity product pipeline has been somewhat slow of late, reflecting the fact that most insurers are retooling their offerings – and yet recently we’ve noticed a company, MetLife, file new guaranteed...

Reviewing Variable Insurance Fund Filings from October, 2014

As usual there weren’t a large number of variable insurance fund filings during this October, as most new registrations are submitted to the SEC earlier in the year. Still, there were a few interesting developments...