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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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More FIAs Are Offering Vol Management – to Capitalize on Consumer Interest

Ever since the financial crisis of 2008, we have seen a variety of volatility management strategies developed around the industry, from creative hedging strategies devised by variable annuity insurers to hedge their benefit risks, to...

It’s Out With the Old, In With the New – as Annuity Insurers Enter Autumn

If we were asked to describe how the autumn season is shaping up for the annuity industry so far, we’d say that it’s a time when insurers are following through with new ideas and steadily...

Jackson National Upgrades its VA Riders – a Counterintuitive Move?

Last week Jackson National sent out a field release that confirmed the company will be following through with variable annuity product changes – including some enhancements – which it filed earlier in the year.  In...

At Summer’s End – VA Insurers Were Making Further Product Adjustments

Over the last few weeks of this summer we noticed an interesting mixture of variable annuity product movements, a good number scheduled to take effect during the fall, which we’ll cover in this commentary.  We...

Some Thoughts About the Future of VAs – and Annuities in General

Now that summer is winding down, we’ll take the opportunity to offer up a short reflection on where the variable annuity business stands right now and where it may be headed.  We believe that the...

Earnings Review: VA Industry Sales Probably Declined in 2Q13

After reviewing second quarter results of stock-traded insurers we monitor regularly, it’s our suspicion that variable annuity industry sales dropped during that time period, which would not be surprising given all the product de-risking that...

Reviewing Variable Insurance Fund Filings from July, 2013

In July there was a pickup in filing activity related to variable insurance portfolios, with a number of interesting registrations, including two brand-new fund trusts. A good number of the new registrations are scheduled to...

Summer Moves on the VA Scene – a Mix of Innovation and De-Risking

This summer has been slow in terms of variable annuity product filings – as usually is the case for the time of year – however we have seen enough interesting things come through to give...

Update: In-force Variable Annuity Guaranteed Minimum Income Benefits (GMIBs)

This grid updates our coverage of all variable annuity Guaranteed Minimum Income Benefits (GMIBs) that, according to our records, are still for sale in the industry…