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
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

An Update Regarding Recent Variable Annuity Product Filings

In recent weeks we’ve seen an uptick in product filings coming through around the variable annuity industry, including new contracts, guaranteed benefits and other changes that we’ll cover in this commentary…

As Expected – Lincoln National Files New Structured Variable Annuity

Making good on its announcement of late last year, Lincoln National recently registered its first structured variable annuity with the SEC. The contract should debut sometime this year…

Update: Summaries of New VA Contracts Filed with the SEC in 2017

This is a final update to our table containing summaries of new VA contracts registered with the SEC in 2017. We counted 25 new products registered during the year…

Some Random Thoughts Regarding Trends in VA Contract Design

With this report we’ll conclude our coverage of variable annuity contracts registered last year and provide some thoughts on current directions in product design…

More Notes on VA Product Filings – and a Few Clarifications

In this report we’ll cover recent competitive tweaks insurers are making to their annuity product offerings, including new registrations and benefit enhancements, and we’ll also have some follow-up comments regarding last week’s report…

On an Interesting Move by Transamerica – and Other Thoughts

The New Year is now well underway, however we can’t say we’ve seen a great deal of noteworthy variable product filings yet, with the exception of changes Transamerica made to certain guaranteed living benefit rate...

Reviewing Variable Insurance Fund Filings from December, 2017

This commentary contains our regular coverage of noteworthy variable insurance fund filings from the prior month. We saw no new registrations in December, and most filing activity centered around changes to existing funds…

Notes on Variable Annuity Filings That Came Through Late in 2017

In this first commentary of the New Year we’ll discuss some variable annuity product filings submitted to the SEC over the last days of 2017, which, in our view, reflected the kind of contracts and...

Update: Variable Insurance Volatility-Managed Portfolios

This is the latest update to our spreadsheet of variable insurance volatility-managed portfolios, including asset data through the third quarter of 2017. By our count, at the end of the quarter there were 210 such...