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
Acquisition
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
Q1 Earnings Calls of Public Insurers Illustrate Need for Continued Sales Growth
Last week we listened to first quarter earnings conference calls of five publicly-traded insurers who do business in the U.S. variable space, and for some of these companies, annuity sales improved, although surrenders – more...
The Leader Board Remains Tight: Reviewing Q3 Variable Annuity Results
In looking at third quarter results for the variable annuity business, we note that some companies with improving sales and market shares did not necessarily see their overall rankings change correspondingly; indeed, some kept the...
