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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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Update: Notable VA Product Changes in 2013

This spreadsheet is our final update to our coverage of notable variable annuity product changes from 2013…

Update: New Variable Annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed with the SEC in 2013

This table is our final update to our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: Summaries of New VA Contracts Filed with the SEC in 2013

This table is our final update to our coverage of new variable annuity contracts registered with the SEC in 2013…

Reviewing Variable Insurance Fund Filings from November and December, 2013

With this report we will get caught up with noteworthy variable insurance filings from the last two months of 2013. There were quite a few interesting developments during that time, particularly related to volatility-control funds…

Insurers Are Developing More Variations on the Investment-Only VA

As the year began, we were confident more investment-only variable annuities were on the drawing board and we were curious as to how insurers might tinker with the concept. It just so happens that some...

More Thoughts on Shapes VA Product Innovation Will Take This Year

Now that we're getting fully into 2014 we're seeing indications that variable annuity product innovations that either got started last year or gained momentum during that time will be built upon moving foward…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the third quarter of this year. By our estimate assets in these funds grew to exceed $126 billion, with 149 portfolios in operation…

In 2013, VA Sales Eased While Other Annuity Products Gathered Steam

Throughout most of 2013, variable annuity sales took a downward trajectory, due mostly to the de-risking undertaken by insurers, mirroring moves they had executed the year before. While net flows into VAs slowed, fixed and...

Update: New Variable Annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) Filed with the SEC in 2013

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…