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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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Another Interesting VA Benefit Offer – is on the Way from AXA

In this report we’ll discuss the filing by AXA Equitable of a new option that’s being extended to owners of vintage variable annuity guaranteed benefits. Unlike past offers from the company, which enticed clients to...

More Rate Sheets – And Fee-Based Contracts – Entering the VA Space

A number of interesting new contracts and optional guaranteed benefits were filed with the SEC recently, leading us to believe the industry is sprucing up its products in sort of a “back to school” mode...

Hard to Determine a Clear Direction for VA Industry Sales in 2Q16

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

Reflecting on the GMIB – And Its Current Place in the VA Industry

While the number of guaranteed minimum income benefits (GMIBs) has dropped dramatically from years past, a few still remain for sale, and in this report we will discuss them, and share thoughts on how they...

Impressions on the Second Quarter – And Notes on Recent VA Filings

Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....

Reviewing Variable Insurance Fund Filings from June, 2016

This report will cover variable fund filings from June that we found notable. During the month a significant amount of activity we saw involved changes to sub-advisors and fees…

New VA Contracts and Lifetime Withdrawal Benefits on the Way

Over the past couple of weeks we have seen a few interesting new variable annuity contracts and riders come through the pipeline – some of which will be launching soon – and in this report...

Concerning Changes – That are Being Made to VA Products This Year

In this report we’ll touch on the kind of tweaks and adjustments insurers have been making to their variable annuity products lately. Most of the changes follow patterns we have seen around the industry the...

Concerning Q1 Variable Annuity Sales – and Recent Product Moves

Variable annuity industry sales in the first quarter finished how we expected they would – down considerably on both a sequential and year-over-year basis. In this report we’ll take a quick look at the numbers...