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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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Brief Thoughts on Tax Issues Affecting the Variable Annuity Business

We are trying to get our arms around a number of tax considerations regarding variable annuities that might end up impacting the business rather sooner than later. At least one reason for concern is that...

Reviewing Variable Insurance Fund Filings from January, 2006

The batch of new variable funds registered with the SEC in January was marked by types that emphasize diversification and risk management, just as we’ve been seeing lately. We continue to see filings of funds-of-funds...

Q4 Roundup: Variable Annuity Results Stay Relatively Strong in 2005

In the second installment in a regular commentary of The Soleares Report, we are going to review variable annuity business fourth quarter reports and consider what happened in 2005 as a whole. In future weeks...

The Latest Thing in Lifetime GMWBs: Spousal Protection Provisions

It’s been well documented that lifetime withdrawal benefits were the primary sales driver in the variable annuity business in 2005, and should figure prominently in companies’ efforts this year. The most commonly added “tweak” of...

A Better Wealth Transfer: Strategies that Move a Deferred Annuity to a VUL

One of the more innovative variable insurance developments we’ve seen in recent years is a multi-faceted strategy whereby assets from a deferred annuity are moved to a variable life policy by using payments from a...

Some Notes on the Use of Variable Annuities in Qualified Plans

According to most data providers covering the variable annuity business, at least half of all assets are held in qualified plans, thus it’s important, when evaluating the health of the industry, to consider these programs....

Reviewing Variable Insurance Fund Filings from December, 2005

This commentary is the first in a regular series where we’ll look back at variable insurance funds filed with the SEC over the previous month. In these articles we will review as many new offerings...

Secondary Guarantees Continue to Be Added to Variable Life Contracts

Generally speaking, we think the path insurance is taking is towards ever more commoditization, with products built for specialized purposes. Such movement has been occurring in the annuity business for quite some time and lately,...

A Diverse Lot: Trends in Variable Funds-of-Funds and Asset Allocation

One of the more significant developments in variable insurance over the past few years has been the emergence of various kinds of funds-of-funds as dominant in terms of gathering net new flows…