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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Year in review report
Product Innovation is Growing on the Qualified Side of the Variable Business
As The Soleares Report evolves, we’ll have plenty to report regarding variable insurance products and features because new things are constantly coming out. This continuous introduction of ideas is important to the health of the...
Rollout Reviews: What’s New in Variable Annuity Product Features
In our quick look at spousal lifetime withdrawal benefit provisions last month, we commented on some features that were still in the filing stage. It turns out that a few of these were formally launched...
The Latest Thing in Lifetime GMWBs: Spousal Protection Provisions
It’s been well documented that lifetime withdrawal benefits were the primary sales driver in the variable annuity business in 2005, and should figure prominently in companies’ efforts this year. The most commonly added “tweak” of...
