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
Quarterly reports
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

Rising Tide – Variable Annuity Insurers See Deposits Lift in Q2

We were somewhat surprised to find that variable annuity deposits for most of the stock-traded life insurance companies we monitor regularly were quite strong in the second quarter. Therefore we now suspect the industry as...

Variable Annuity Sales from 1Q10 – Could The Industry Be Back on Track?

The fortunes of the variable annuity business are still largely dictated by the performance of companies with the most attractive guaranteed living benefits, and, based on some improvement we saw from a few insurers we...

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

A Bit of a Disconnect? A Near-Term Outlook on VA Industry Results

When fourth quarter variable annuity sales results come out, we’re convinced they will reflect a lack of participation by the industry in the improving equity markets – much as was the case in the prior...

“Stealing the Show” – A Select Few VA Players Excel During 3Q09

During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...

VA Insurers Will Pursue Studied Tactics, New Directions, During Q4

As the fourth quarter commences we get the sense that the variable annuity business is thankful for the recent appreciation in the financial markets, however there is concern over whether the recovery will persist. For...

Taking Inventory of Relevant VA Industry Themes Through 3Q09

Now that summer is winding down, that means we’ll soon be in a familiar time between the end of a quarter and when official data come out, when we’ll be conversing with contacts, swapping anecdotal...

2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...

On the Rebound? Plotting the Trajectory of the VA Industry in 2Q09

Now that the second quarter is wrapping up we figured we’d take a few moments to take quick stock of that period, how the variable annuity industry might have performed. It’s our opinion that when...