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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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Principal Financial to Offer a GLWB Exchange Program – Not a Buyback

It’s our opinion that vintage variable annuity benefits remain problematic for quite a few insurers, and we expect more de-risking measures to be taken over time.  Last week Principal Financial filed a program that will...

Jackson National Moves to Limit 1035s Over the Remainder of This Year

Last Tuesday Jackson National sent a letter to financial advisors announcing the temporary suspension of 1035 exchanges and qualified transfers of assets into three variable annuity contract suites effective October 25. In this commentary we’ll...

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, with data through the second quarter of this year. By our count, 28 new vol-control funds commenced operations in 2Q13, and assets all such funds...

Regarding Interest Rate Risk – and How VA Insurers are Managing It

Although the industry is shifting slowly away from risky guarantees, variable annuity insurers are still finding they need to offer fairly strong benefits in order to bring in meaningful sales. What these companies are doing...

Reviewing Variable Insurance Fund Filings from August and September, 2013

In this report we’ll get caught up with variable insurance fund filings from the months of August and September. Normally we do a fund-related report each month but lately we have been in one of...

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…

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

This table updates our coverage of new variable annuity contracts registered with the SEC so far in 2013…

Recent Revelations – Regarding VA Insurers’ Planned Product Changes

In this report we won’t be commenting on much in the way of brand-new developments on the variable annuity scene, rather we have some interesting nuances from product filings to share with you…

Prudential Files Another Update to its Highest Daily Lifetime Income Rider

Last Friday Prudential filed a new version of its leading variable annuity lifetime withdrawal benefit, Highest Daily Lifetime Income, and we have to assume that reductions will be made as compared to the current version,...