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
Death 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 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

Getting Further Perspective on VA Spousal Withdrawal Benefits for Life

In our last report we discussed a number of spousal withdrawal benefits for life and figured we wouldn’t revisit the subject again for awhile but, since Hartford came out with its first such GMWBs relatively...

An Update on Variable Annuity Products and Features Filed in Recent Months

In the process of identifying the more important changes to variable annuity contracts and features this update season, we haven’t seen quite the volume of new ideas as in the past, but we can say...

New York’s Stance on Standard Non-Forfeiture Law May Curtail VA Benefits

Last week there was concern within the variable insurance business over a draft circular letter from the New York State Insurance Department that clarifies how standard non-forfeiture law applies to separate account contracts. The letter...