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.
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Year in review report
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...
Thoughts on VA and Structured Annuity Filings – And Related Topics
Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...
DOL Rule-Related Takeaways from the Retirement Industry Conference
Last week we attended the annual LIMRA/LOMA/SOA Retirement Industry Conference, held in Orlando, Florida, and in this report we’ll share some thoughts on a topic that was much discussed throughout the event – the Department...
