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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Taxes
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1035 exchanges
Acquisition
Asset allocation
Benefit buyback programs
Benefit exchange programs
Benefit Rate Sheets
Benefit risk update
Commissions
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Contingent annuities
Contract exchange programs
Death benefits
Deferred income annuities
Defined Outcome Portfolios
Distribution
DOL fiduciary rule
Dual Direction
ESG Investing
Fee-based annuities
Fixed annuities
Fixed-indexed annuities
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Immediate annuities
IOVAs
IRAs
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Managed-volatility portfolios
Marketing
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Monthly fund report
Net flows
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Qualified plans
Quarterly earnings report
Quarterly reports
Registered Index-Linked Annuities
Reinsurance
Reserving
Sales
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Variable annuities
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Year in review report
