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
Registered Index-Linked 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

Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

A Steady Stream of VA Product Filings – Calls for Another Update

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

An Update on New Variable Annuities and GLWBs Filed in 2020

This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Reviewing Variable Insurance Fund Filings from April, 2020

In our view some interesting variable insurance fund filings came through during April, including a few new registrations, sub-advisory and fee changes, and prospectus supplements addressing market risk issues in light of the COVID-19 crisis…

A Quick Overview of VA Product Changes and Rate Sheet Updates

The month of May is a time when insurers file annual updates to their variable annuity and fund prospectuses, and, admittedly, many filings have been coming through of late – more than enough to keep...

Regarding Equitable – its VA Business and Near-Term Prospects

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....

Another Roundup – of VA Product Moves From Recent Filings

Thanks to the COVID-19 crisis we’ve had ample time to hunker down and monitor the variable annuity filing pipeline and in this report we’ll discuss some interesting developments we found, ranging from new registrations, notable...

“To Be Expected” – Insurers Cut VA Benefits in Response to Market Upheaval

Given the turmoil in the financial markets it’s only natural to think that variable annuity insurers would start to de-risk in earnest, and they have been – we have seen numerous products cutbacks come through...