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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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Reviewing Variable Insurance Fund Filings from April and May, 2009

It’s been rather busy around the industry in terms of tweaks to contracts and features, and by all accounts such activity is going to continue well into the summer. However we do need to stay...

Keeping Things Interesting – Further Variations In VA Product Offerings

Right now on the variable annuity scene insurers are still making changes and adjustments at a rather brisk pace, and we expect that pattern to continue well into the summer, even though it is usually...

Where Annuity Products Might Be Headed, Given the Current Environment

We hear there is a feeling around the industry that, due to the impact of the tumultuous markets, annuity insurers are “looking for the next business model” and are re-appraising their contracts, underlying funds, distribution...

Q1 Results Brought New Accounting Adjustments for the VA Business

First quarter earnings season concluded last week for the publicly-traded insurers we regularly monitor, and for most of them, variable annuity deposits and net flows declined, much as we expected. What surprised us were accounting...

The Pace of De-Risking Quickens, Changing the Outlook for the VA Business

A number of leading variable annuity insurers have started to take more drastic steps to trim their risk profiles, cut costs and otherwise regroup during this difficult period, and we expect more activity of this...

Reviewing Variable Insurance Fund Filings from March, 2009

During March, there were fewer SEC documents that came through related to variable insurance portfolios compared to the month earlier – which was very busy – so perhaps that was to be expected. Quite a...

Insurers Start Plotting New Approaches With Variable Annuity GLWBs

The variable annuity living benefits arms race is certainly dying down in most quarters, however we think the most common feature being sold, the Guaranteed Lifetime Withdrawal Benefit (GLWB), will remain important in the scheme...

The “De-Risking” Process Ramps Up Around the Variable Annuity Business

We’re figuring that the myriad reductions variable annuity insurers have been making to their benefits and features signal the potential for reduced deposits and net flows for the industry, not to mention big shifts in...

A Discussion of Variable Annuity Industry Hot Topics as 2Q09 Gets Underway

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...