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

Update: Notable VA Product Changes in 2022

This spreadsheet finalizes our coverage of notable variable annuity product changes in 2022 and contains 64 entries…

Summaries of New VA Contracts Registered With the SEC in 2022

This table is our final update on new variable annuity contracts registered with the SEC in 2022; this table contains summaries of 16 contracts…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2022. The table lists nine riders…

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022

This table contains our final update on new registered index-linked annuities (RILAs) filed with the SEC in 2022. This table covers 13 contracts…

Concluding Coverage of Variable Annuity Product Filings from 2022

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

More Fixed Annuity Thoughts on Our Minds, as the Year Begins

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...

The U.S. Annuity Business In 2022 – Looking at a New Sales Record

In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...

Reviewing Variable Insurance Fund Filings from November, 2022

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

Update: Covering New RILA Registrations, and Other Developments

Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...