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
Research
All Reports Research
Sort By Topic
Select
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

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios, including assets through the first quarter of 2013…

New Coverage: Notable VA Product Changes in 2013

This spreadsheet commences our coverage of noteworthy variable annuity product changes and developments in 2013; as the year progresses we will provide updates to this grid…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

This grid updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: New Variable Annuity Contracts Filed in 2013

This grid updates our coverage of new variable annuity contracts filed with the SEC in 2013…

Update: New Variable Annuity Contracts Filed in 2013

This table updates our coverage of new variable annuity contracts filed with the SEC so far in 2013…

Update: New Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed in 2013

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2013…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet updates our tracking of variable insurance volatility-managed funds, including asset data up through the fourth quarter of 2012…

New Coverage: New Variable Annuity Contracts Filed in 2013

This grid commences our coverage of new variable annuity contracts registered with the SEC so far in 2013…

New Coverage: New Guaranteed Lifetime Withdrawal Benefits Filed in 2013

This grid commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far in 2013…