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
Living benefits
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

Various Thoughts on Annuity Sales Trends, Now That Q1 is Over

Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...

Another VA Filing Update – Mostly About RILAs and Rate Sheets

It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...

Notes on Recent VA Filings – Related to RILAs and Rate Sheets

It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...

Reviewing VA Rate Sheet Trends from 2022, and Related Matters

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

Concluding Coverage of Variable Annuity Product Filings from 2022

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

More Fixed Annuity Thoughts on Our Minds, as the Year Begins

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...

Update: Covering New RILA Registrations, and Other Developments

Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...

Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

VA Insurers Keep Making Enhancements Through Rate Sheet Updates

This year one of our goals was to keep a close eye on guaranteed living benefit (GLB) rate sheet changes, because we thought they would provide great clues as to how product competition would shake...