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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 Summer Product Initiatives Are Arising on the Variable Annuity Scene

In this commentary we will return to a few storylines from around the variable annuity business that we have been tracking of late, and weigh in on new ones that we have seen emerge…

New Coverage: Notable VA Product Changes in 2013

This spreadsheet commences our coverage of noteworthy variable annuity product changes and developments in 2013; as the year progresses we will provide updates to this grid…

An Update on Variable Annuity Contract and GLWB Filings in 2013

We have been sifting through recent filings of variable annuity contracts and lifetime withdrawal benefits and, while we haven’t been seeing quite as much activity in the pipeline as in past years, we did catch...

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

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

Update: New Variable Annuity Contracts Filed in 2013

This grid updates our coverage of new variable annuity contracts filed with the SEC in 2013…

Reviewing Variable Insurance Fund Filings from April-May, 2013

In this commentary we’ll get caught up with variable insurance fund filings from the months of April and May, a time period that was fairly active, however we didn’t see a large number of new...

Lincoln National Communicates Confidence in Its Annuity Business

Investors and analysts are very curious as to how variable annuity operations may affect the health and profitability of insurers, especially since companies are now pulling away from selling rich guarantees. As we noted in...

VA Insurers Say They Are Managing Benefit Risks – But Still Want to Trim Them

It’s been a while since we checked in on variable annuity guaranteed benefit risk levels, and we were reminded of that fact by MetLife’s recent investor day, where the topic was discussed at length. We...

VA Insurers Continue to Revise Existing Benefits to Trim Risks – and Sales

Over the past year or so we have seen an increasing number of insurers file variable annuity guaranteed benefits that are not entirely new, but rather slightly de-risked versions of existing ones. Last week we...