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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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“The Daily Show” – Hartford Enhances Ratchets on New Benefits

The recent filing by Hartford Life of two new variable annuity benefits that feature highest daily account value growth has the industry buzzing, and we think for good reason. Observers of the market will be...

“Stretching Exercises” – That Might Pull VA Products in New Directions

It’s our sense that, unless there is a dramatic (and sustained) rebound in the financial markets near term, most variable annuity insurers will be in de-risking mode. For that reason we expect more of the...

Reviewing Variable Insurance Fund Filings from July, 2011

We were somewhat surprised to uncover a fairly large batch of new variable insurance portfolios registered during July – because it’s not something we normally see during the summer. In this commentary we’ll touch on...

Reviewing Variable Insurance Fund Filings from June, 2011

In this, our regular commentary about variable insurance funds from the prior month, we’ll start off by saying this June we saw a familiar pattern for the time of year, namely that there were not...

“Cliffhanger” Filings – Containing New Guaranteed Benefits from MetLife

Late last week MetLife submitted initial registrations of several new variable annuity guaranteed death and income benefits to the SEC, and we thought this was noteworthy for a number of reasons. In this report we’ll...

Reviewing Variable Insurance Fund Filings from May, 2011

We thought the month of May was rather active in terms of SEC filings related to variable insurance underlying funds. There was an interesting mix of movement: sub-account platforms were streamlined, new management fee arrangements...

A Contract Update – and Other Notes from the May Prospectus Season

At this time of year there’s a deluge of variable annuity prospectus updates being submitted to the SEC, and, as usual, we’ve been sifting through those documents in an effort to find newsworthy things to...

Met’s Move – to Offer a New Edition of its Guaranteed Income Benefit

Enough new product initiatives have been happening around the variable annuity industry to make us curious as to how such ideas may translate into sales over the rest of the year. Last week we saw...

Varied Changes – Coming Soon to Variable Annuity Contracts, Benefits

We continue to see interesting adjustments and enhancements being introduced to variable annuity products, which we think shows that there are still stiff winds of competition around the industry, however muted from the arms race...