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
Variable annuities
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

Reviewing Variable Insurance Fund Filings from October, 2014

As usual there weren’t a large number of variable insurance fund filings during this October, as most new registrations are submitted to the SEC earlier in the year. Still, there were a few interesting developments...

AEGON and Assumptions – Further Thoughts on Q3 Numbers

In this commentary we’ll offer up some comments on third-quarter results of Dutch insurer AEGON, because it has a substantial variable annuity business in the U.S. and its experience in the quarter mirrored that of...

The Q3 Market Uptick Boosted VA Assets – as For Sales? We’re Not Sure

Third quarter earnings season for the publicly-traded insurers we watch regularly concluded last week, and for most of those companies, variable annuity business operations retained profitability, largely because the stock market’s rise caused assets under...

Various Benefit Updates, Changes From Around the VA Business

In recent weeks the variable annuity product pipeline hasn’t exactly been buzzing with activity, but we have seen a few tweaks and rider updates – most, but not all, involving de-risking – and we’ll discuss...

Thoughts on Q3 VA Industry Sales – and a Few Product Developments

Earnings season for publicly-traded insurers is now underway but won’t finish until midway through next month, so in this commentary we’ll offer up some of our suspicions on how variable annuity sales moved in the...

Reviewing Variable Insurance Fund Filings from September, 2014

This report contains our regular coverage of variable insurance fund filings from the prior month. During September there were not so many new registrations, but we did see a large amount of sub-advisory changes and...

A New In-Plan VA Contract From Prudential – And Other Recent Filings

In this report we’ll pick up from last week’s coverage of variable product filings from recent weeks, and this time we’ll touch on a new contract coming from Prudential Financial intended for employer-sponsored retirement plans…

New Lincoln National Contracts – and Other VA Product Filing News

In this report we’ll discuss variable annuity filing activity from the past few weeks. Of particular note was the registration of new contracts from Lincoln National, aimed at IRA rollover money, which will include a...

An Update on Trends in Variable Insurance Volatility-Control Portfolios

Variable insurance volatility-control portfolios continue to gather assets at a brisk pace around the industry – and not just because of the introduction of brand-new ones. In recent months a large number of existing portfolios...