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

Summer Thoughts – On Competitive Conditions in the VA Business

As we opined in our last commentary, activity along the variable annuity product pipeline continues to be rather slow, thus we don’t have a great deal of new developments to cover. Our intention with this...

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,...

An Update on Trends in VA Living Benefit Values, Net Amount at Risk

Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...

An Assortment of VA Product Filings – and Other Items – from April and May

It’s about time we checked in on the variable annuity product pipeline because we noticed a good mix of interesting filings come through over the past few months, most of them debuting during the May...

Uncertainty Regarding DOL Rule Negatively Impacted VA Insurers in 1Q17

In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...

An Update on New VA Contracts and GLWBs Filed This Year

In this report we’ll get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. In our view, industry filing activity in 2017 has...

Reviewing Variable Insurance Fund Filings from March, 2017

This report covers notable variable fund developments from the last month, a time in which we saw no new registrations, but a good amount of filings that made changes to investment platforms…

Thinking About the Variable Annuity Business in 2016 – and Beyond

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

More Notes on Lincoln National’s New GLWB – and Other Matters

Due to this being a somewhat slow period in the variable annuity product pipeline, in this report we’ll delve a little further into a new guaranteed lifetime withdrawal benefit from Lincoln National scheduled to launch...