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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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Thoughts on Variable Annuity Change Trends As We Enter 4Q12

Variable annuity insurers have certainly been very active this year in de-risking their products in response to competitive and market-related conditions, however in recent weeks filing activity has slowed down a bit. It could be...

VA Insurers Attempt to Design Attractive – But Manageable – Guarantees

A dilemma for insurers working in the variable annuity space these days is how to offer guarantees without taking on undue amounts of risk. To our minds this consideration is a priority for the industry,...

Reviewing Variable Insurance Fund Filings from July-August, 2012

In this report we’ll get caught up with variable insurance fund developments from July and August. During those months we detected an interesting mix of new registrations, fee and expense adjustments, reorganizations and manager changes…

As Summer Winds Down, More VA De-Risking Moves are Occurring

Lately we’ve been seeing fresh product reductions taking place around the variable annuity business, and we think that the effectiveness of such moves will depend largely on how each insurer will look, competitively, after making...

Reviewing VA Guaranteed Benefit Assets, NAR Movements From Q2

At different points in the past we have combed through quarterly financials of stock-traded insurers for data related to variable annuity guarantees, in an effort to gain insight on how such benefits might be impacting...

Earnings Season Review: VA Insurers Weathered Q2 Market Dip

We were under the impression that second quarter sales for variable annuity insurers might have suffered due to the drop in the equity markets, along with the effects of various de-risking moves – which are...

Reviewing Variable Insurance Fund Filings from June, 2012

In the past, June has been a rather slow period in terms of developments related to variable insurance portfolios. This year, however, fund filing activity picked up, and we have to think that there is...

In Reactive Mode – VA Issuers Are Trimming Products in Response to Peers

This summer is shaping up to be a rather busy one, as a number of variable annuity insurers have been filing product changes aimed at either reducing their sales, trimming their benefit risk levels –...

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...