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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 July, 2011

We were somewhat surprised to uncover a fairly large batch of new variable insurance portfolios registered during July – because it’s not something we normally see during the summer. In this commentary we’ll touch on...

Shifting and Moving – Some Thoughts on Competition in the VA Space

It’s our contention that we are in a period of transition within the variable annuity industry, because some leading insurers have hinted their sales have exceeded comfort levels, and these companies will thus be de-risking....

Benefits and Sales – are Intimately Linked in This Variable Annuity Market

It probably no longer bears repeating, but an insurer’s variable annuity deposits nowadays are directly connected to the relative strength of its guaranteed benefits. We are in a period where this rule of thumb is...

Emerging Details – Regarding MetLife’s New VA Guaranteed Benefits

Since we published our last report, we discovered that MetLife registered its new variable annuity guaranteed benefits with the Florida insurance department, and that filing contained more information – albeit some of it bracketed –...

“Cliffhanger” Filings – Containing New Guaranteed Benefits from MetLife

Late last week MetLife submitted initial registrations of several new variable annuity guaranteed death and income benefits to the SEC, and we thought this was noteworthy for a number of reasons. In this report we’ll...

Hartford Launches New VA Products – at an Interesting Time for the Industry

Today Hartford announced the launch of new variable annuity contracts and benefits as part of an initiative to re-energize its sales in the U.S. In this commentary we’ll give our thoughts on this move, given...

Chassis Variations – Reflecting a Trend in VA Specialization

In recent months there’s been quite a bit of filing activity related to variable annuity contracts, and we think this is due to distributors getting more involved in the manufacturing process. Many SEC documents we’ve...

“In Sync” – VA Sales in 1Q11 Followed Flow of the Financial Markets

Variable annuity sales for stock-traded insurers we cover regularly were split down the middle in the first quarter of this year, one half reporting some measure of improvement sequentially while the rest did not fare...

Issues of Interest – Based on Questions We’ve Fielded, and Recent Filing Activity

We are in the latter stages of the variable annuity prospectus update season and over the past few weeks we have fielded product related questions which we think are indicative of what folks in the...