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
Living benefits
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

Some Random Thoughts Regarding Trends in VA Contract Design

With this report we’ll conclude our coverage of variable annuity contracts registered last year and provide some thoughts on current directions in product design…

More Notes on VA Product Filings – and a Few Clarifications

In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report…

On an Interesting Move by Transamerica – and Other Thoughts

The New Year is now well underway, however we can’t say we’ve seen a great deal of noteworthy variable product filings yet, with the exception of changes Transamerica made to certain guaranteed living benefit rate...

Notes on Variable Annuity Filings That Came Through Late in 2017

In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...

Our Customary Look Back on the Variable Annuity Industry In 2017

As usual, our last commentary of December is a reflection on how the variable annuity business performed this year, based upon what we know thus far from sales levels and product developments…

Ohio National Files Exchange Program Targeting Vintage GMIBs

Over the past five years we have seen a number of insurers offer incentives to clients to cash out of their variable annuity benefits as a risk reduction measure. However late last week Ohio National...

Concerning Trends in Fee-Based Variable Annuity Contracts

For a number of reasons there is now much interest around the industry in variable annuities built for sale through fee-based financial advisors; with that fact in mind, in this report we’ll provide some perspective...

Some Bright Spots Amid Insurers’ Variable Annuity Sales Results in Q3

After reviewing earnings calls of stock-traded insurance companies we cover regularly, we came away with the impression that for of them, variable annuity results were lackluster, although there were a few instances of modest improvement…

Principal Financial Files New VA Internal Exchange Offer

While we have seen a few insurers offer to buyout owners of vintage guaranteed lifetime benefits for risk-reduction purposes, a company that has taken a different approach is Principal Financial. Earlier this week it filed...