subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Net flows
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

Growth in Q1 Sales of Indexed Annuities Sustained the Industry

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

Q4 Earnings Review – Annuity Insurers Finished 2021 on a Strong Note

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...

Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

Q2 Earnings Review – RILAs Again Fueled Industry Sales Growth

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…

Reviewing Variable Insurance Fund Filings from July, 2021

After a huge pickup in variable fund registrations during the prior month, in July, filing activity slowed to more normal seasonal levels. The few new offerings were in asset classes and investment styles that are...

Reviewing Variable Insurance Fund Filings from May, 2021

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...

Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...