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
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 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

Our Summer Studies Will Involve Gathering More Data on VA Products, Features

One of our objectives for the upcoming third quarter – traditionally a time each year when variable annuity sales tend to tail off regardless of how the market is doing – will be to pore...

Reviewing Variable Insurance Fund Filings from April and May, 2008

Normally we publish a report each month on variable insurance fund highlights but over the recent past, so much has been happening with variable annuity living benefits and contracts that we ended up foregoing that...

The Province of VA Lifetime Withdrawal Benefits – A Constantly Shifting Terrain

In the variable annuity business, it’s crucial for leading companies to have new ideas in the pipeline at all times because the living benefits arms wars are still being waged with great intensity. The way...

VA Income Benefits Are Evolving to Offer New Forms of Guaranteed Income

We believe that Guaranteed Minimum Income Benefits (GMIBs) are still formidable weapons in the variable annuity benefit arsenal, they have been around for awhile and many financial advisors still find them quite attractive. While innovation...

As Went the Market, So Went the Industry – VA Results of Public Insurers in 1Q08

Based on first quarter variable annuity sales of public insurers we track regularly – and some early estimates of how the industry fared – the first quarter of 2008 was a period where industry deposits...

Insurers Are Ironing Out Details of Group Annuity Certificate Products

Even though not even two months has elapsed, much activity has occurred since we last weighed in on new group annuity certificate products that were built to wrap lifetime withdrawal benefits around retail mutual funds...

Reviewing Variable Insurance Fund Filings from March, 2008

This commentary is our regular look back at notable SEC filings of variable insurance funds from the previous month. In March we did not see many new registrations, but there were numerous adjustments of different...

Sketching Out Issues in the VA Space – in Anticipation of 1Q08 Sales

As we post this report, the insurance sector is entering earnings season and we’re looking forward to listening in on the conference calls because they always contain good nuggets of information about the variable annuity...

Observations on the Latest Variable Annuity Contracts Coming to Market

Because there has been a pretty sizable crop of new variable annuities filed this year with the SEC, in this week’s commentary we’ll take a break from discussing the living benefit arms race – since...