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 Topic
Registered Index-Linked Annuities
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
Another Structured Annuity is On The Way – This Time from ING
To date, only a few insurers have come out with structured annuities, which contain a basket of index-linked options with buffers to protect investors against a set percentage of losses. That’s why we were somewhat...
MetLife’s New Index Annuity – An Example of Reverse Engineering
Last week we shared a rumor that a few insurers were planning to come out with renditions of AXA Equitable’s Structured Capital Strategies, a hybrid index/variable annuity, and said we had not seen a filing...
