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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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2010 – For the Variable Annuity Industry, a Time of Renewed Risk Taking

It’s become our custom with the last report of December to offer reflections on how the variable annuity business performed over the past year, and suggest issues to watch in the future. We admit that...

Reviewing Variable Insurance Fund Filings from November, 2010

During November, the rate of variable fund filings is usually rather slow, and the same pattern held true this year. We noticed no new registrations during the month. Insurers appeared to be tidying up their...

Rate Switch – Pru Discloses Details of New Lifetime Withdrawal Benefits

We were all set to publish a commentary on another subject, but since Prudential submitted filings to the SEC late this afternoon with particulars on new guaranteed lifetime withdrawal benefits it has in the pipeline,...

Mixed Messages – Can VA Insurers Hope for a Strong Showing in Q4?

We have a somewhat positive outlook for variable annuity industry sales in the fourth quarter, even though things tend to slow down during that time period, there has not been a great deal of product...

Matching Up – VA Insurers Plan Moves to Answer Competitors

We have been noticing some rather interesting variable annuity product filings lately, which we think hint at strategic directions insurance companies will be taking, both now and into next year. The catch is that in...

Reviewing Variable Insurance Fund Filings from October, 2010

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...

An Agreeable Summer – Insurers Post Respectable VA Sales in Q3

As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...

Concerning the RIA Market – and Noteworthy Product Filings

The number of variable annuity contracts designed for fee-based financial advisors has been growing of late, and in this commentary we’ll share some thoughts as to the why this is happening, and weigh in on...

GLWB Movements – Answering the Competition, Preparing for Next Year

It’s our feeling that newer variable annuity lifetime withdrawal benefits getting filed of late – plus various modifications to existing ones – are being introduced this quarter to “prime the pump” for next year. Barring...