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
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

More on New VA Lifetime Withdrawal Benefits – and Other Product Notes

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

Notes on Recent Rate Sheet Updates – and Other Notable VA Filings

In this report we’ll comment on recent filings of rate sheets for variable annuity benefits, plus cover some other product developments we found noteworthy, including Lincoln National’s disclosure of rider adjustments it will make in...

New GLWB from Midland National Blends FIA Features into a VA

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...

Reviewing Variable Insurance Fund Filings from March, 2018

This report covers variable insurance fund filings that we found interesting from last month, a time when a relatively small batch of new registrations came through, along with a fairly large amount of changes to...

Filing Roundup – Regarding VA Product Moves, Including Ones from 2017

This report contains a brief update to our tracking of variable annuity product filing activity – which continues to be relatively slow – and a short summary of an interesting new variable and index-linked life...

An Update on Variable Managed-Volatility Portfolios Through 4Q17

This report completes our coverage of trends in variable insurance managed-volatility portfolios, referencing data through the end of 2017…

Reviewing Variable Insurance Fund Filings from January and February, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…

Another Update – On Variable Annuity Product Filings of Recent Weeks

In this report we’ll get caught up on variable annuity products that were filed from mid-February into early March. Included in this batch were a few enhancements to guaranteed living benefits, making us think that...