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
Asset allocation
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

Various Stressors Are Impacting the VA Business as Spring is on the Way

We have a feeling this spring will be a busy one for the variable annuity business because in addition to submitting annual prospectus updates, most insurers will be looking to adjust their contract and benefit...

Reviewing Variable Insurance Fund Filings from January, 2009

Since February is drawing to a close, we need to provide you with our regular run-down of filings of variable insurance portfolios from the prior month, and we’ll start off by saying during January we...

Shining a Spotlight on GMIBs – Competitors Look for the Lucky Number

Following up on our last report covering lifetime withdrawal benefits, this week we’re going to focus on variable annuity Guaranteed Minimum Income Benefits (GMIBs), because tweaks and modifications have been taking place that we think...

Reviewing Variable Insurance Fund Filings from December, 2008

Surely the dominant theme in the business today is the effect turbulent markets are having on variable annuity benefit guarantees and in turn on investment platforms, which insurers have been modifying in greater frequency of...

Further Rider Downshifts Portend Changes on the VA Competitive Landscape

Reviewing Variable Insurance Fund Filings from November, 2008

Even though there are still plenty of rider reductions and pricing tweaks happening in the variable annuity business, this week we’ll take our usual break from tracking that activity to report on notable insurance fund...

Pace of VA Changes is Ramping Up: Price Increases, Benefit Revisions, More

Judging by the sheer amount of activity from variable annuity insurers recently – most of them are trimming the richness of their benefit guarantees and/or raising pricing – we think it’s safe to say the...

Benefit Bases, Risks and Related Competitive Matters on the VA Scene

By now it’s obvious that in the variable annuity business leading players have either started to cut back on the generosity of their guaranteed benefits or are thinking strongly about doing so, since the downturn...

Reviewing Variable Insurance Fund Filings from October, 2008

In this report we’ll offer our usual coverage of noteworthy variable insurance fund filings from the month before – in this case, October – and make some observations on recent developments in investment options around...