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

Earnings Review: VA Industry Sales Probably Declined in 2Q13

After reviewing second quarter results of stock-traded insurers we monitor regularly, it’s our suspicion that variable annuity industry sales dropped during that time period, which would not be surprising given all the product de-risking that...

Reviewing Variable Insurance Fund Filings from July, 2013

In July there was a pickup in filing activity related to variable insurance portfolios, with a number of interesting registrations, including two brand-new fund trusts. A good number of the new registrations are scheduled to...

Summer Moves on the VA Scene – a Mix of Innovation and De-Risking

This summer has been slow in terms of variable annuity product filings – as usually is the case for the time of year – however we have seen enough interesting things come through to give...

Reviewing Variable Insurance Fund Filings from June, 2013

Usually in June we see a slowdown in variable insurance fund filings, but this year we thought there was a good bit of activity, which we’ll discuss in this commentary…

Update on Hartford’s Initiative: Some of Our Suspicions Have Been Confirmed

In our last few commentaries we’ve shared our suspicion that, based on language in some recent SEC filings, four state insurance departments might not allow some or all of Hartford’s planned sub-account restrictions on certain...

More Summer Product Initiatives Are Arising on the Variable Annuity Scene

In this commentary we will return to a few storylines from around the variable annuity business that we have been tracking of late, and weigh in on new ones that we have seen emerge…

An Update on Variable Annuity Contract and GLWB Filings in 2013

We have been sifting through recent filings of variable annuity contracts and lifetime withdrawal benefits and, while we haven’t been seeing quite as much activity in the pipeline as in past years, we did catch...

Reviewing Variable Insurance Fund Filings from April-May, 2013

In this commentary we’ll get caught up with variable insurance fund filings from the months of April and May, a time period that was fairly active, however we didn’t see a large number of new...

Lincoln National Communicates Confidence in Its Annuity Business

Investors and analysts are very curious as to how variable annuity operations may affect the health and profitability of insurers, especially since companies are now pulling away from selling rich guarantees. As we noted in...