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
Reports
All Reports Research
Sort By Topic
Fixed annuities
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

Industry VA Sales Look Steady for Q3 – But Earnings Results Were Mixed

After reviewing the variable annuity business results of the group of stock-traded insurers we track regularly, we’re figuring that third quarter industry sales were flat to slightly up sequentially, and probably got a little lift...

Regarding Risk – and How VA Insurers’ Methods Are Evolving to Manage It

This year has been one of rapid change, as variable annuity insurers of all sizes have sought to reduce their product-related risks in one form or another, and we’re sure that anyone looking at all...

VA Insurers Attempt to Design Attractive – But Manageable – Guarantees

A dilemma for insurers working in the variable annuity space these days is how to offer guarantees without taking on undue amounts of risk. To our minds this consideration is a priority for the industry,...

Newer Annuity Types That Are Emerging During this Period of De-Risking

For the most part, variable annuity insurers are moving away from selling risky benefits, but we think that the process of de-risking will take time, because industry sales are still largely driven by the richest...

In Anticipation – of Further Product Changes on the Variable Annuity Scene

Lately, most variable annuity insurers have been engaging in de-risking measures of one form or another, however right now we’d describe most of these movements as fine tuning of product rather than drastic reductions. That...

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...

The Price of De-Risking: Sales for Most VA Issuers Dropped in 4Q11

After reviewing variable annuity sales of selected publicly-traded insurers from the fourth quarter of 2011, we’re of the opinion that, for that time period, industry-wide deposits declined a bit sequentially. However for the full year,...

“The Daily Show” – Hartford Enhances Ratchets on New Benefits

The recent filing by Hartford Life of two new variable annuity benefits that feature highest daily account value growth has the industry buzzing, and we think for good reason. Observers of the market will be...

“Headwinds” – Market Doldrums Caused Problems for VA Issuers in 3Q11

Earnings season for stock-traded insurers we monitor regularly has concluded, and, for the most part, variable annuity sales for those companies fell, due to a combination of factors that have become familiar to anyone following...