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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, 2019

In our view, the month of January was a rather busy one in terms of variable insurance fund filings, highlights of which we’ll cover in this commentary. In addition to multiple new registrations we saw...

Various Thoughts – on Variable Annuity Sales and Industry News

In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...

Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry

Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...

An Outlook on 3Q18 Sales – and Notes on Recent Product Filings

As third quarter earnings season is well underway, in this commentary we’ll provide a few forward-looking thoughts on how the variable annuity industry may have performed during that time period – we’ll follow up with...

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

Reflecting on Ohio National’s Decision to Depart the Annuity Business

It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...

Another Update – on Recent Variable Annuity Product Filings

In this report we’ll get caught up with noteworthy filings from last month, a time when a “bumper crop” of new variable and structured annuities was registered with the SEC. There were also some interesting...

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

An Update on Current Trends in Structured Annuity Products

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...