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
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...
Secondary Guarantees Continue to Be Added to Variable Life Contracts
Generally speaking, we think the path insurance is taking is towards ever more commoditization, with products built for specialized purposes. Such movement has been occurring in the annuity business for quite some time and lately,...
