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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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Beyond Product – Insurers Work to Become Retirement Planners, Aggregators

There’s little doubt that success in the variable annuity marketplace over the years has been largely dictated by product and distribution strength, competition depending on what’s currently in favor, whether it be the latest VA...

Impressions on the Variable Annuity Business in 2007 – Part II

In this report, our last of the year, we’ll conclude our two-part commentary summarizing key forces influencing the sale of variable annuities in 2007 – our main three being “features, shelf space and scale” –...

Assessing Windows of Opportunity for Variable Annuities in Qualified Plans

One topic we plan to tune into regularly in our reports is the use of variable annuities in qualified plans, a practice that has its critics, yet quite a few industry observers think this section...

Impressions on Consumer-Friendly Issues for the Variable Annuity Business

In our last report we discussed how insurers are building fee reductions into their variable annuities, which we think is good for the industry in that it may help counter some negative perceptions. This week,...

New Pension Reform Act Should Help Annuity Business on Several Fronts

In our opinion, the new Pension Protection Act of 2006 does much to encourage Americans to save for retirement and contains provisions to make annuities more attractive both within Defined Contribution (DC) plans and in...

“Making Qualifications” – Latest Objections to Annuities in Qualified Plans

The sale of annuities in qualified plans has been a controversial subject over the years and the target of a number of law suits alleging that the practice is inappropriate. Lately there have been some...

Product Innovation is Growing on the Qualified Side of the Variable Business

As The Soleares Report evolves, we’ll have plenty to report regarding variable insurance products and features because new things are constantly coming out. This continuous introduction of ideas is important to the health of the...