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
Benefit buyback programs
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 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

An Update on Variable Annuity Product Filings from Recent Months

In this report we’ll get caught up with some variable annuity product filings submitted to the SEC from October through the middle of this month. It was an interesting mix, including new contracts and riders...

John Hancock Files New Variable Annuity Benefit Buyback Program

This year we’ve seen a number of variable annuity guaranteed benefit buyback offers, and in this report we’ll cover one filed not long ago by John Hancock. It is tentatively scheduled to commence in the...

Random Thoughts Regarding 1Q19 Results for the VA Business

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

Voya Files Another Variable Annuity Benefit Buyback Program

In this report we’ll discuss a variable annuity guaranteed living benefit (GLB) buyout offer recently filed by Voya Insurance and Annuity Company that is scheduled to commence in the fall. It is the first such...

Catching Up – With Developments Along the VA Filing Pipeline

In this commentary we’ll have much to cover, as a large number of interesting variable annuity filings came through in recent weeks and they ran the gamut: from new contracts and riders to changes in...

Our Year-End Review of How the VA Industry Performed In 2018

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

Reflecting on Ohio National’s Decision to Depart the Annuity Business

It’s been a few weeks since Ohio National announced it will be exiting the industry, even so we thought we should offer up a little historical perspective and thoughts about what the departure might mean...

New Structured Annuities in the Pipeline – Plus Notes from Other Filings

In recent weeks we’ve seen a batch of interesting new filings submitted to the SEC: they contained new structured annuities, enhancements and tweaks to variable annuity guaranteed living benefits and a death benefit buyback offer...