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

Uncovering Meaning in Recent Rounds of VA Industry Repositioning

Since the second half of last year, the variable annuity business has been in transition, and a nearly constant stream of adjustments have been made to contracts, riders, not to mention other things, these certainly...

Sundry Thoughts on VA Sales – During a Time of Rider Tweaks and Twists

Lately we’ve learned there was movement along the variable annuity sales leader board during the fourth quarter. For now we think the top 25 will remain in place, with some shifting within that group, although...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Q3 Commentary Part II – Risks, Returns are Main Themes in VA Insurers’ Reports

In wrapping up our third quarter reporting on selected variable annuity insurers, we’ll say that it seems clear that for now, investors are still reluctant to purchase VAs during troubling market conditions such as the...

Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time

This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...

Competition, Downturns, Volatility – What’s Been on People’s Minds in Q3

The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...

Reviewing Variable Insurance Fund Filings from July, 2008

It’s once again time for us to check in on variable insurance fund filings, a task we perform each month, and July was pretty active, as we identified 10 new registrations, with some unique offerings...

VA Deposits, Net Flows in 2Q08 – A Few Bright Spots Amid Cloudy Skies

Now that Q2 earnings season has wrapped up for variable annuity insurers we usually cover, we saw that deposits and net flows of most of them dropped, however a few had increases. In this commentary...