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
Variable 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

Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time

As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...

Taking a Moment to Think About VA Benefit Values, Net Amount at Risk

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

New VA Ideas from Lincoln National – and Other Notable Filings

In this commentary we’ll discuss new variable annuity concepts Lincoln National filed recently that we found interesting, and catch up with other recent developments, some related to products in the pipeline we have written about...

A Buyout Offer from Voya – and Other Activity From the VA Pipeline

Over the past few weeks there’s not been a great deal of filing activity around the variable annuity business, however yesterday there was a notable development: a new benefit buyback program from Voya Insurance and...

More on Fee-Based VA Contracts – And Other Recent Developments

In this report we’ll cover a batch of new fee-based variable annuity contract registrations that came through last week, as well as other noteworthy amendments to products and benefits…

A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits

This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...

Another Interesting VA Benefit Offer – is on the Way from AXA

In this report we’ll discuss the filing by AXA Equitable of a new option that’s being extended to owners of vintage variable annuity guaranteed benefits. Unlike past offers from the company, which enticed clients to...

An Update on Variable Managed-Volatility Portfolios Through 2Q16

This commentary will cover trends in variable managed-volatility portfolios through the first half of 2016, citing data we compiled from trust semi-annual reports filed with the SEC…