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
Asset allocation
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

Reviewing Variable Insurance Fund Filings from February, 2014

February is typically a month when a large number of new variable fund registrations come through, in preparation for additions to contracts during the May prospectus update season, and such was again the case this...

Talking Product – Changes, New Entries on the Variable Annuity Scene

We’ve seen an interesting mixture of product initiatives on the part of variable annuity insurers in recent weeks, which we will share with you in this commentary. Most of these moves had a de-risking quality...

It Looks Like for Most Insurers, VA Sales Were Down Again in 4Q13

We reviewed fourth quarter earnings results for selected publicly-traded insurers we track regularly and came to the conclusion that variable annuity industry deposits dropped for the quarter and the year as a whole. We think...

Reviewing Variable Insurance Fund Filings from January, 2014

During the month of January we saw a large number of new variable insurance portfolios registered with the SEC, as well as plenty of interesting changes to existing funds and platforms. It came as no...

Insurers Are Developing More Variations on the Investment-Only VA

As the year began, we were confident more investment-only variable annuities were on the drawing board and we were curious as to how insurers might tinker with the concept. It just so happens that some...

More Thoughts on Shapes VA Product Innovation Will Take This Year

Now that we're getting fully into 2014 we're seeing indications that variable annuity product innovations that either got started last year or gained momentum during that time will be built upon moving foward…

In 2013, VA Sales Eased While Other Annuity Products Gathered Steam

Throughout most of 2013, variable annuity sales took a downward trajectory, due mostly to the de-risking undertaken by insurers, mirroring moves they had executed the year before. While net flows into VAs slowed, fixed and...

Reviewing Variable Insurance Fund Filings from October, 2013

This report contains our customary review of variable insurance fund filings from the prior month. October was marked by quite a mixe of activity – and a few interesting new registrations…

Earnings Held Up for Insurers in Q3 – But VA Sales? Not So Much

It seems to us that most variable annuity insurers fared well this third quarter from an earnings standpoint, helped by a rise in the stock market. However VA sales were down for the group of...