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

Notes on Registered Index-Linked Annuities – and Other Things

In this report we will weigh in once again on registered index-linked annuities (RILAs) because lately we have seen some product moves to make note of; that said we’ll also cover some developments in traditional...

Reviewing Variable Insurance Fund Filings from June, 2024

Last month, variable fund filing activity was rather slow but that is typical of the summer months. There were some new registrations but those were of funds that will be used in a reorganization…

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

Sharing Our Suspicions About 2Q24 Annuity Industry Sales

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

Random Thoughts on Current Conditions in the RILA Space

This report will follow up on the previous one in that we will comment some more on registered index-linked annuities (RILAs) space since there seems to be a continuous stream of new products, features and...

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Catching Up – With Notable Recent Annuity Filing Activity

In this report we’ll get up to speed with the annuity product pipeline: as expected, much has been happening in the registered index-linked annuity (RILA) space however there have also been some interesting developments related...

Reviewing Variable Insurance Fund Filings from May, 2024

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

Some Casual Thoughts – on 1Q24 Annuity Sales Figures

We are sure by now that our readers have seen final first quarter sales data from LIMRA, still, we figured we would weigh in with our thoughts on the numbers as we think some interesting...