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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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Variable annuities
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Getting Further Perspective on VA Spousal Withdrawal Benefits for Life

In our last report we discussed a number of spousal withdrawal benefits for life and figured we wouldn’t revisit the subject again for awhile but, since Hartford came out with its first such GMWBs relatively...

Q1 Earnings Calls Continued: Evidence of Further Need for Innovation

With this commentary we’ll resume our coverage of first quarter earnings calls and show how some insurers, due to their scale and ability to offer cutting-edge ideas, have seen resurgence in their variable annuity sales,...

Q1 Earnings Calls of Public Insurers Illustrate Need for Continued Sales Growth

Last week we listened to first quarter earnings conference calls of five publicly-traded insurers who do business in the U.S. variable space, and for some of these companies, annuity sales improved, although surrenders – more...

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...