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
Reports
All Reports Research
Sort By Topic
Variable funds
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

Concerning VA Industry Sales and Product Moves for the Rest of 2013

In this commentary we'll share our views on competitive conditions in the variable annuity space, and discuss emerging products that may influence sales over the remainder of this year, and beyond…  

Earnings Held Up for Insurers in Q3 – But VA Sales? Not So Much

It seems to us that most variable annuity insurers fared well this third quarter from an earnings standpoint, helped by a rise in the stock market. However VA sales were down for the group of...

Principal Financial to Offer a GLWB Exchange Program – Not a Buyback

It’s our opinion that vintage variable annuity benefits remain problematic for quite a few insurers, and we expect more de-risking measures to be taken over time.  Last week Principal Financial filed a program that will...

Reviewing Variable Insurance Fund Filings from August and September, 2013

In this report we’ll get caught up with variable insurance fund filings from the months of August and September. Normally we do a fund-related report each month but lately we have been in one of...

Recent Revelations – Regarding VA Insurers’ Planned Product Changes

In this report we won’t be commenting on much in the way of brand-new developments on the variable annuity scene, rather we have some interesting nuances from product filings to share with you…

It’s Out With the Old, In With the New – as Annuity Insurers Enter Autumn

If we were asked to describe how the autumn season is shaping up for the annuity industry so far, we’d say that it’s a time when insurers are following through with new ideas and steadily...

Jackson National Upgrades its VA Riders – a Counterintuitive Move?

Last week Jackson National sent out a field release that confirmed the company will be following through with variable annuity product changes – including some enhancements – which it filed earlier in the year.  In...

Reviewing Variable Insurance Fund Filings from July, 2013

In July there was a pickup in filing activity related to variable insurance portfolios, with a number of interesting registrations, including two brand-new fund trusts. A good number of the new registrations are scheduled to...

Summer Moves on the VA Scene – a Mix of Innovation and De-Risking

This summer has been slow in terms of variable annuity product filings – as usually is the case for the time of year – however we have seen enough interesting things come through to give...