Research & Reports

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...

In this report we’ll discuss industry trends in election rates of guaranteed living benefits (GLBs), citing data from LIMRA, and make a correction to our coverage last week of a new lifetime withdrawal benefit from...

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...