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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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The Q3 Market Uptick Boosted VA Assets – as For Sales? We’re Not Sure

Third quarter earnings season for the publicly-traded insurers we watch regularly concluded last week, and for most of those companies, variable annuity business operations retained profitability, largely because the stock market’s rise caused assets under...

Various Benefit Updates, Changes From Around the VA Business

In recent weeks the variable annuity product pipeline hasn’t exactly been buzzing with activity, but we have seen a few tweaks and rider updates – most, but not all, involving de-risking – and we’ll discuss...

Reviewing Variable Insurance Fund Filings from September, 2014

This report contains our regular coverage of variable insurance fund filings from the prior month. During September there were not so many new registrations, but we did see a large amount of sub-advisory changes and...

Thoughts About Directions in Variable Annuity Sales As Q3 Winds Down

The start of the fall season is close upon us, as is the end of the third quarter, so in this commentary we’ll provide some quick thoughts about where we think variable annuity industry sales...

Late Summer Filings Held Yet More IOVA Products, Assorted Changes

In this report we’ll get caught up with product filings from late August – of particular note is that the batch included a number of investment-only variable annuities (IOVAs), providing further evidence that the trend...

VA Insurers’ Profits Were Up in 2Q14 – But Sales? Perhaps by a Little

During the second quarter publicly-traded insurers we monitor regularly experienced increased profitability within their variable annuity operations, however sales for most were somewhat lackluster, as has been the case of late…

MetLife Files a New Simplified Variable Annuity – With a GMAB

In recent reports we’ve opined about how slow activity along the variable annuity product pipeline has become this summer. Yet last Friday MetLife cut through the seasonal doldrums by registering an interesting new contract with...

Principal Financial Files a New VA Contract – With an Optional DIA Module

Late last week Principal Financial registered a new variable annuity containing a deferred income annuity (DIA) sleeve, and because of that development we thought we’d take the opportunity to consider the progress of such features...

Signs from Earnings Calls Point to Lower VA Industry Deposits in 1Q14

In the first quarter of this year variable annuity sales fell, on a sequential basis, for every member of our group of publicly-traded insurers we watch regularly, which makes us pretty sure that the industry...