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

Variable Annuity Contract Update: Getting Current With New Registrations

Needless to say, there’s been an abundance of new guaranteed living benefits coming out this year however this week we’re shifting our focus to check back in on new variable annuity contract registrations, something we...

Focusing In On Lifetime Withdrawal Benefits – and Related Income Stories

It’s time again for us to catch up on what’s been happening with variable annuity lifetime withdrawal benefits because there have been numerous new filings lately, as well as a few developments from elsewhere in...

Reviewing Variable Insurance Fund Filings from September, 2007

Ever since we started publishing our weekly commentaries we’ve been noting how the variable insurance business has steadily been offering more sophisticated underlying investments, and in September there were a few developments related to this...

Uncovering Industry Trends Through Study of Available Data on Living Benefits

We’re always on the lookout for real concrete data on variable annuity living benefits and to that end we’ve been combing through insurers’ quarterly financial supplements and statutory statements to extract whatever information is publicly...

New Coverage: Summaries of Selected VA Guaranteed Minimum Income Benefits

This table commences our coverage of variable annuity Guaranteed Minimum Income Benefits (GMIBs) that are currently available for sale in the industry…

Seeing the Connection Between Complexity and Regulation in the VA Business

This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...

Despite Allure of Withdrawal Benefits, GMIBs Retain Considerable Popularity

Even though there are many more lifetime withdrawal benefits on the variable annuity scene today, we maintain that Guaranteed Minimum Income Benefits (GMIBs), due to their unique attributes, are still highly valued by financial advisors,...

Reviewing Variable Insurance Fund Filings from August, 2007

For the month August, we conducted our regular “rummage” through SEC filings related to variable insurance funds and found a large and diverse group of documents, many of them centering on mergers and consolidations, sub-advisory...

Keeping Up With the Continuous Stream of New VA Lifetime Withdrawal Benefits

At The Soleares Report we’re resolved to remain on top of the latest variable annuity features and benefits, but the task certainly isn’t easy. Indeed, if we were to focus only on tracking lifetime withdrawal...