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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 January, 2008

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...

Market Volatility Persists, Impacting Public Insurers’ VA Results in 4Q07

Usually at the end of each year variable annuity sales rebound from the slow period of the summer, however the fourth quarter of 2007 contained a mixture of good and bad for the public insurers...

Remarking on Sundry VA-Related Moves, Amendments, Launches

Based on what we’re seeing in regulatory filings and our discussions with industry contacts, the variable annuity business is steadily getting busier, and the heightened activity will surely continue straight through the May 1 prospectus...

New VA Contract Notes: Wrapping up 2007 and Getting Into the New Year

In this commentary we’re going to catch up on our monitoring of new variable annuity contract registrations, both from last year and for the start of 2008, and give some highlights on what’s happening in...

The 7% Solution – Leading VA Players Vying Over GLWB Base Increases

This year is shaping up as one that will be marked by heated competition among variable annuity issuers over the generosity of their Guaranteed Lifetime Withdrawal Benefits (GLWBs), and we will be watching to see...

Reviewing Variable Insurance Fund Filings from December, 2007

We conducted our regular monitoring of variable fund-related filings to wrap up the last month of 2007 and found evidence of investment trends we’ve been seeing in the industry. New funds-of-funds (F-of-Fs) of different types...

Picking Up Where We Left Off – Another Spate of New VA Withdrawal Riders

It’s only January but we need to comment again on variable annuity living benefit proliferation because, bridging the very end of last year into this one, a number of insurers have filed new or enhanced...

Variable Funds-of-Funds Keep Increasing In Number, Accumulating Assets

Compared to the bull market years, the role that underlying sub-accounts play in the sale of variable insurance products has certainly been diminished, however, a storyline that holds much interest for us is how money...

Reflecting on the Year Almost Past: 2006 in the Variable Annuity Business

As the holiday season is now upon us, in our last commentary of the year we’ll take the opportunity to quickly consider how things went for the variable annuity business in 2006, using currently-available data,...