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
Living benefits
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

Insurers Start Plotting New Approaches With Variable Annuity GLWBs

The variable annuity living benefits arms race is certainly dying down in most quarters, however we think the most common feature being sold, the Guaranteed Lifetime Withdrawal Benefit (GLWB), will remain important in the scheme...

The “De-Risking” Process Ramps Up Around the Variable Annuity Business

We’re figuring that the myriad reductions variable annuity insurers have been making to their benefits and features signal the potential for reduced deposits and net flows for the industry, not to mention big shifts in...

A Discussion of Variable Annuity Industry Hot Topics as 2Q09 Gets Underway

Just as we were this time last year, we’re very curious about the performance of the variable annuity business in the first quarter – especially given the kind of difficult market conditions we’re in –...

Uncovering Meaning in Recent Rounds of VA Industry Repositioning

Since the second half of last year, the variable annuity business has been in transition, and a nearly constant stream of adjustments have been made to contracts, riders, not to mention other things, these certainly...

Reviewing Variable Insurance Fund Filings from February, 2009

We’ve said this in past reports often enough, that February is always the most active time of year for filings of variable insurance funds, as insurers and asset managers take the month to get the...

Sundry Thoughts on VA Sales – During a Time of Rider Tweaks and Twists

Lately we’ve learned there was movement along the variable annuity sales leader board during the fourth quarter. For now we think the top 25 will remain in place, with some shifting within that group, although...

Variable Annuity Product Amendments Indicate Insurers’ Concerns, Priorities

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...