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 Topic
Contract exchange programs
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
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
Update: Notable VA and Benefit Rate Sheet Changes in 2023
This spreadsheet contains two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs); it is an update of a sheet we published...
Another Update on VA Product Changes and Benefit Rate Sheets
This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…
An Update on Notable Filings from the VA Product Pipeline
Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...
