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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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Some of the Whys and Wherefores – Influencing VA Product Movements

The rate of filing in the variable annuity business has settled down a bit in recent weeks, although we figure that there are plenty of new concepts in the pipeline. Since things are a little...

“Playing the Percentages” – Where GLWB Competition is Headed

During this prospectus update season we intend to be vigilant in tracking variable annuity product developments, and in this commentary we’ll provide some more perspective on an area in which we’re seeing a good deal...

VA Contract Considerations – And Assorted Notes on Other Matters

We’ve been providing frequent commentary lately about guaranteed living benefits – which we think is warranted since they are so integral to the variable annuity sales story these days – however this week we’ll focus...

Ratcheting Rates – Insurers Develop GLWBs with Adjustable Withdrawals

The stream of variable annuity-related filings moving through the SEC has been speeding up of late, and a common theme we keep noticing is that insurers are building in new forms of flexibility to their...

Update: Notable Variable Annuity Product Changes, 2009

This is an update of our table summarizing notable variable annuity industry product developments from the year 2009; for the first time we are providing it in Excel format, which we hope will be appreciated...

New Coverage: Summaries of In-Force VA Lifetime Withdrawal Benefits

In this new table we have our summaries of all variable annuity GLWBs we have identified as still being for sale thus far in 2010; over time we will update it to capture changes that...

Update: Summaries of VA Lifetime Withdrawal Benefits Filed in 2009

This is an updated version of our table covering new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) initially filed in 2009…

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

Insurers Are Filing New VA Benefits Well Before the May Update Season

It’s common practice for variable annuity insurers to use the prospectus update season to bring out new products or enhance existing ones. Usually we don’t see major changes start cropping up until a month or...