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
Distribution
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

Mixed Messages – Can VA Insurers Hope for a Strong Showing in Q4?

We have a somewhat positive outlook for variable annuity industry sales in the fourth quarter, even though things tend to slow down during that time period, there has not been a great deal of product...

Matching Up – VA Insurers Plan Moves to Answer Competitors

We have been noticing some rather interesting variable annuity product filings lately, which we think hint at strategic directions insurance companies will be taking, both now and into next year. The catch is that in...

Reviewing Variable Insurance Fund Filings from October, 2010

In recent years we have tended to see a modest number of variable insurance fund filings during the month of October, and the same pattern held true this time around. There were a few interesting...

An Agreeable Summer – Insurers Post Respectable VA Sales in Q3

As is our custom, we delved into the variable annuity business results of 10 stock-traded insurers we track, and, overall, came away with a pretty positive impression about the third quarter. We say this even...

Concerning the RIA Market – and Noteworthy Product Filings

The number of variable annuity contracts designed for fee-based financial advisors has been growing of late, and in this commentary we’ll share some thoughts as to the why this is happening, and weigh in on...

GLWB Movements – Answering the Competition, Preparing for Next Year

It’s our feeling that newer variable annuity lifetime withdrawal benefits getting filed of late – plus various modifications to existing ones – are being introduced this quarter to “prime the pump” for next year. Barring...

Q4 Launches – Products Insurers Hope Will Attract Sales into the New Year

It’s our feeling that these days, most variable annuity insurers are in a “reactive mode” in that few are making truly bold moves with their products; rather they are content to make modifications and enhancements...

Competitive Direction: Tactics VA Market Leaders May Employ, Near Term

It will take a little while before variable annuity industry sales results from the third quarter come out, and at this point we are unsure what those numbers may reveal, since we are not expecting...

Back to School – Viewpoints on VA Industry Issues as Q3 Winds Down

The weather has gotten cooler, football season has commenced, and families are back from vacation, all these things serving to remind us that we are coming to the end of the third quarter. In this...