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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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No Summer Vacation for Product Development in the Variable Business

During the summer the rate of new features, tweaks and modifications to variable annuities tends to slow down, but the past couple of months have contained enough meaningful filings to keep us quite occupied, and...

Reviewing Variable Insurance Fund Filings from June, 2007

It’s time once again to perform our regular task of identifying notable variable insurance fund filings from the previous month, and we must say that June had some interesting developments, including seven new registrations, a...

New VA Contract Filings Reflect Emphasis on Lower Pricing, More Options

We’ve made it one of our regular tasks to monitor new variable annuity contract designs being introduced, so with this report we’ll share with you our latest findings on this subject, to take stock of...

An Ongoing Task: Evaluating VA Net Flows and Their Utility for the Industry

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

Implications to the VA Business of Consolidation Within Major Distribution Firms

Distribution is, by its nature, the linchpin to the variable insurance space: if you know the channels an insurer sells in, you can get a good idea as to what products and riders it offers...

From Flat to Just Slightly Up: VA Insurers See Moderate Sales in Q1

For the publicly-traded variable annuity insurers we track on a quarterly basis, 2007 seemed to start off on a slow note, at least on a sequential basis: a few companies saw modest increases in sales...

Beyond Product – Insurers Work to Become Retirement Planners, Aggregators

There’s little doubt that success in the variable annuity marketplace over the years has been largely dictated by product and distribution strength, competition depending on what’s currently in favor, whether it be the latest VA...

Public Insurers’ Q4 VA Results Point to Overall Improvement for the Industry

For the fourth quarter of 2006 variable annuity sales grew for all the publicly-traded insurers we track, reflecting the experience of the industry as a whole, which we hear rebounded from the lackluster sales of...

Reviewing Variable Insurance Fund Filings from January, 2007

Over the first month of the New Year we identified 13 new variable fund registrations, a fairly modest number, while most of the filing activity in insurance product investment options centered around the trimming of...