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
Qualified plans
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

Catching Up – With Notable Recent Annuity Filing Activity

In this report we’ll get up to speed with the annuity product pipeline: as expected, much has been happening in the registered index-linked annuity (RILA) space however there have also been some interesting developments related...

Weighing In on Relevant Topics of the Day for the Annuity Business

We are just beginning first quarter earnings season for annuity insurers and are eager to learn how companies performed – we suspect they did well – and in this report we will touch on topics...

Our Year-End Comments on How the Industry Performed In 2021

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...

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...

Our Customary Quick Take on How the VA Industry Performed In 2019

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...

More Thoughts on VA Living Benefits – and Clarifying an RMD Provision

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...

Random Thoughts Regarding 1Q19 Results for the VA Business

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...

Reviewing Notable VA Industry Filings from the Month of October

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…

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

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...