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

Catching Up With Filings of Contracts, Benefits, Notable Changes

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

Random Thoughts About Current Conditions in the Industry

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

An Update on Variable Managed-Volatility Portfolios Through 1Q22

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios through the first quarter of 2022. By our count, at quarter’s end there were 197 such portfolios in operation; assets fell by nearly 9% from...

Reviewing Variable Insurance Fund Filings from July, 2022

In July, we saw a moderate degree of variable fund filing activity – including a pair of new defined outcome portfolio registrations – which we’ll cover in this report. We will also provide a brief...

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of 60 products we identify as being currently for sale, as well as four new registrations that have been filed in 2022…

Thoughts on the Annuity Value Proposition as Q2 Results Come In

As we write this, second quarter earnings season for insurers is well underway and, by most accounts, we can look forward to very positive news from most players, as early indications are that sales of...

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

Reviewing Variable Insurance Fund Filings from June, 2022

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....