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
Reports
All Reports Research
Sort By Topic
Select
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance 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 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

Reviewing Variable Insurance Fund Filings from October, 2024

Variable portfolio filing activity picked up in October as there were multiple registrations, some of them connected to large-scale reorganizations that have been a trend in the industry of late…

Another Update on VA Product Changes and Benefit Rate Sheets

In this report we will get up to date with our coverage of traditional variable annuity and registered index-linked annuity (RILA) product changes…

An Update on Variable Defined Outcome Portfolios Through 2Q24

We are overdue in providing our subscribers with perspective on variable defined outcome portfolios, therefore in this report we will do so, citing data we have compiled from regulatory filings…

A Discussion of a Popular RILA Strategy: Dual Direction

For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

Reviewing Variable Insurance Fund Filings from September, 2024

In September we saw an interesting mix of new variable portfolio registrations, a good deal of managerial replacements and other changes, some of which will take effect next year…

Thinking a Bit – About Current RILA Buyer Preferences

Lately we have been contemplating what is drawing consumers to the registered index-linked annuity (RILA) – given its immense sales growth of the past few years – and recently we’ve gained some insights on that...

A RILA Product Pipeline Update – and Other Notable Things

We’ve said it often enough in these pages: that the registered index-linked annuity (RILA) side of the business has been humming with activity throughout the year and we don’t expect that to change anytime soon....

Reviewing Variable Insurance Fund Filings from August, 2024

August was quite an active month on the variable fund front: in addition to some new registrations we saw a host of changes from some major insurers, some of whom are conducting large-scale consolidations…

Some Notes on VA Rate Sheet Updates, and Other Filings

In this report we’ll once again get up to speed with developments along the variable annuity product pipeline, putting a special emphasis on benefit rate sheet updates, which we believe are in response to very...