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 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

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...

More Reconnaissance on the VA Arms Race – What’s Happening with GLWBs

We think most of our readers would agree that the competition in the variable annuity business within Guaranteed Lifetime Withdrawal Benefits (GLWBs) constitutes the largest portion of the living benefits arms race, and this year...

Reviewing Variable Insurance Fund Filings from February, 2008

Each year, February is a month with a high volume of new insurance fund filings and the number of amendments and changes is also quite high. This year was no different as we had another...

Benefit Outlook – Disparate Notes on VA Guarantees and the Current Climate

A significant number of variable annuity contracts and benefits will be rolling out over the next few months, and as we monitor the goings on, we’ll be watching to see whether new product ideas will...

“New Wave” Annuities – Offer Living Benefits to Funds, Managed Accounts

Now that the appeal of variable annuity guaranteed living benefits has been firmly established – and has grown steadily over the past several years, greatly helping insurers sustain growth – it seems only natural that...

Further Musings on the Competitive Elements of Variable Annuity Features

Due to the variable annuity living benefit arms race we’re seeing commoditization setting in among Guaranteed Lifetime Withdrawal Benefits (GLWBs), with numerous variations emerging not just due to the heat of competition but because insurers...

Spring VA Product Fashions: Designs and Rollups Meant to Outdo the Rest

We’re just entering the season where new variable annuity product filings really begin to pick up, and there’s ample evidence that the guaranteed living benefit arms race is still being waged with great gusto. To...

Reviewing Variable Insurance Fund Filings from January, 2008

Product creation in variable insurance funds these days is greatly influenced by the need for insurers to have their sub-accounts like up with the risk management programs backing up their living benefit guarantees, thus we’re...