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
Variable annuities
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 Distribution DOL fiduciary rule 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 Reinsurance Reserving Sales Structured annuities Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Summaries of New VA Contracts Registered With the SEC in 2021

This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…

The Latest – on New Variable Annuity Contract Launches

In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...

Random Thoughts on the Business, as Summer Draws to a Close

Now that we’ve reached the weekend and are, for the most part, caught up with annuity product developments, in this commentary we’ll share our thoughts on some topics we think are of most interest to...

On Jackson’s RIA Variable Annuity – and Other Notable Product Filings

In our view, two types of annuities are most in demand at the moment, namely registered index-linked annuities and variable annuities for fee-based advisers. Regarding the latter, we believe they are being built to address...

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…

Notes on Interesting New Annuities from Allianz and New York Life

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...

Covering Notable Rate Sheet Updates – and Another Buyout

It’s been two months since we provided our readers with an overview of guaranteed living benefit (GLB) rate sheet trends, so in this report we’ll get caught up with the latest developments on that front,...

Newer Products Blur Distinctions Between RILAs, Other Annuities

Lately the surging sales of registered index-linked annuities (RILAs) have led insurers and other financial firms to join the bandwagon and come up with variations on them. We’re not sure whether all these new designs...

An Outlook on the Summer 2021 Variable Annuity Product Pipeline

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...