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
Sales
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

Impressions on the Variable Annuity Business in 2007 – Part I

Last year at this time we published a commentary with our reflections on how the variable annuity industry performed in 2006, based on what we knew at that point, and made some suggestions as to...

How We Did Last Summer – Appraising Public Insurers’ VA Results from 3Q07

After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...

Some Thoughts on Variable Annuity Sales Trends – As Earnings Season Begins

We honestly look forward to each quarterly earnings season for publicly-traded insurers, because the statistical reports and conference calls always contain plenty of useful information on variable product sales. In this report we’re going to...

Seeing the Connection Between Complexity and Regulation in the VA Business

This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...

Tracking VA Industry Competitive Moves through Q2 and Beyond

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

Continuing Coverage of Public Insurers’ Variable Annuity Results of 2Q07

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

Getting a Handle on VA Industry Progress – Based on Early Q2 Results

Each quarter, when we review variable annuity deposit and net flow results of publicly-traded insurers, we’re also trying to get some idea as to how the industry as a whole might be doing. We’ve performed...

An Ongoing Task: Evaluating VA Net Flows and Their Utility for the Industry

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

Implications to the VA Business of Consolidation Within Major Distribution Firms

Distribution is, by its nature, the linchpin to the variable insurance space: if you know the channels an insurer sells in, you can get a good idea as to what products and riders it offers...