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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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Insurers are Reshaping Annuities to Offer Unique Income-Focused Guarantees

The annuity industry is now in a period where it is seeking to develop new product types, using the lessons learned during the heady days of the variable annuity arms race. It is abundantly clear...

Reviewing Variable Insurance Fund Filings from January and February, 2013

At The Soleares Report it’s our intention to always keep up with what’s happening in variable insurance underlying funds, and in this commentary we’ll cover noteworthy filings from the first two months of this year…

“What’s Working?” – Thoughts On the Industry As it Awaits Q4 Sales Data

In this report we’ll try to break from our usual preoccupation with product nuances to raise questions as to where the variable annuity business is headed. It’s clear that most insurers are moving beyond offering...

Thanks to De-Risking, Sales Were Down for Leading VA Insurers in Q4

By the end of last week we finished reviewing the fourth-quarter earnings reports of selected publicly-traded insurers we watch regularly, and we came away with the suspicion that variable annuity industry sales were probably down...

As Market Leaders Make De-Risking Moves, Other VA Players Follow Suit

Around the variable annuity business, the past few weeks have been characterized by a pattern of activity that goes like this: first, rumors start circulating about a given company making a de-risking change, only for...

Insurers Are Creating More Optionality Within Their VA Contracts, Riders

Due to the constant stream of product changes occurring around the industry, variable annuity insurers are finding they must make adjustments much quicker than ever before, in order to respond to market conditions and moves...

Leading VA Insurers Are Following Through with Pending De-Risking Moves

In this commentary we’ll discuss some variable annuity product reductions from leading insurers that have been in the pipeline and will be implemented soon. It’s our feeling that these moves provide evidence that most of...

Thinking About Retrenchment – and Related Themes Affecting the VA Market

Variable annuity product filing has been a bit slow of late, so in this commentary we will take a step back and reflect on the subject of retrenchment within the industry, how most insurers are...

VA Insurers Are Picking Up Where They Left Off – With More Product Changes

As we get fully into 2013 we’re noticing that a few variable annuity insurers are getting right back into the swing of things, by touching up their product offerings and coming out with new designs…