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
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

Reviewing Variable Insurance Fund Filings from October, 2020

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

Jackson National Files New RILAs – and Other Recent Developments

In this report we’ll discuss new registered index-linked annuities filed recently by Jackson National, currently the leader in variable annuity sales in the U.S., and one of the only major insurers not to offer such...

CDAs, GLWBs, Buyouts and More – a Mix of Filings from Fall, 2020

Lately we have been of the opinion that insurers are in a predicament we have seen in years past, namely that while there remains great demand for annuities – especially those that can provide investors...

Reviewing Variable Insurance Fund Filings from September, 2020

This report contains our customary look back at notable variable fund filings from the prior month, in which we saw a good deal of activity for the autumn, with two insurers registering new portfolios and,...

It’s Been Quite Active Along the Variable Annuity Product Pipeline

Although times have been difficult for insurers, as they are coping with the COVID-19 pandemic, market volatility, rock-bottom interest rates, social upheaval and the stresses of an election year, those challenges haven’t kept them from...

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This spreadsheet updates our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the second quarter there were 204 such portfolios in operation, containing nearly $259 billion in assets…

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have...

Reviewing Variable Insurance Fund Filings from July and August, 2020

This report will cover noteworthy variable insurance fund developments from the months of July and August. We usually see light filing activity during the summer, but this time around it was pretty lively, with multiple...

Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...