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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 July, 2010

This report contains our usual highlights of variable insurance portfolio filings from the prior month, but we’ll also spend a little time considering investment platform trends around the industry, which have a strong connection to...

Risk Sensitivity – As it Relates to VA Insurers’ Guaranteed Benefits

In our regular duties we are mostly occupied with following manufacturing trends in the variable annuity business, endeavoring to sort out what is meaningful from what is not. However we also are very interested in...

Rising Tide – Variable Annuity Insurers See Deposits Lift in Q2

We were somewhat surprised to find that variable annuity deposits for most of the stock-traded life insurance companies we monitor regularly were quite strong in the second quarter. Therefore we now suspect the industry as...

Change is Constant – and Probably Unavoidable for VA Issuers

Lately we have found the kind of product adjustments and upgrades occurring around the variable annuity business to be rather interesting and revealing about the priorities of insurers, their distribution partners and clients. We imagine...

Update: Summaries of Contingent Annuity Contracts

This is an update of a grid with summaries of contingent annuities filed with the SEC, reflecting some of the latest developments in this product type…

Q2 Expectations – For Variable Annuity Industry Sales, Net Flows

Second-quarter earnings season for insurance companies is now underway and we’re looking forward to learning how variable annuity sales went, however we are not very optimistic about how the industry as a whole fared, for...

Lincoln’s VA/LTC Combo – Still in the Pipeline and a Topic of Conversation

Sometimes it takes an annuity insurer several attempts to get a new product up and running, especially if it is a first for the industry. Such has been the case with a long-term care benefit...

Reviewing Variable Insurance Fund Filings from June, 2010

This edition of the report is our regular commentary on variable insurance fund filings from the prior month, and during June the most frequent activity we saw involved change, whether through mergers, sub-advisory replacements, new...

VA Contract Update – Designs Moving in Specialized Directions

Judging by new variable annuities we’ve seen registered with the SEC this year, we get the impression that a good number of them were built to meet very specific needs and issues of distributors. It...