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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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Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

A Quick Overview of VA Product Changes and Rate Sheet Updates

The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep...

Another Roundup – of VA Product Moves From Recent Filings

Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...

“To Be Expected” – Insurers Cut VA Benefits in Response to Market Upheaval

Given the turmoil in the financial markets it’s only natural to think that variable annuity insurers would start to de-risk in earnest, and they have been – we have seen numerous products cutbacks come through...

Covering a New GLWB – and Recent Benefit Rate Sheet Updates

In this report we’ll provide thoughts on a new variable annuity guaranteed lifetime withdrawal benefit (GLWB) scheduled to launch during the May prospectus update season, and notable changes to existing riders we discovered in benefit...

Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

Wrapping Up Coverage of Variable Annuity Product Filings from 2019

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

An Update on VA Product Filings from Late 2019 to the Present

In this report we’ll get caught up with noteworthy variable annuity product developments from late last year and discuss a new guaranteed lifetime withdrawal benefit (GLWB) filed not long ago...

Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…