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
Net flows
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 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

Thanks to De-Risking, Sales Were Down for Leading VA Insurers in Q4

By the end of last week we finished reviewing the fourth-quarter earnings reports of selected publicly-traded insurers we watch regularly, and we came away with the suspicion that variable annuity industry sales were probably down...

Industry VA Sales Look Steady for Q3 – But Earnings Results Were Mixed

After reviewing the variable annuity business results of the group of stock-traded insurers we track regularly, we’re figuring that third quarter industry sales were flat to slightly up sequentially, and probably got a little lift...

Reviewing VA Guaranteed Benefit Assets, NAR Movements From Q2

At different points in the past we have combed through quarterly financials of stock-traded insurers for data related to variable annuity guarantees, in an effort to gain insight on how such benefits might be impacting...

Earnings Season Review: VA Insurers Weathered Q2 Market Dip

We were under the impression that second quarter sales for variable annuity insurers might have suffered due to the drop in the equity markets, along with the effects of various de-risking moves – which are...

Hot-Button Issues for VA Insurers as Q2 Results Start to Come In

Second quarter earnings season for stock-traded insurers has gotten underway and we are very much looking forward to hearing how variable annuity players performed because in our opinion, the quarter was a stressful one…

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...

Reviewing Variable Insurance Fund Filings from April-May, 2012

Recently there’s been quite a bit of interesting product tweaking and modification activity occurring around the variable annuity space, enough for us to get a little behind on our monthly coverage of what’s happening in...

Early Signs Point to Headwinds for the Variable Annuity Marketplace in 2012

Based on recently released industry sales figures, as well as the kinds of signals we’ve been getting from leading insurers, we are of the opinion there will be strong downward pressure on variable annuity sales...

Departures, De-Risking Dampened Variable Annuity Sales in 1Q12

As we usually do on each quarter, we compiled variable annuity sales results for 10 stock-traded insurers we watch on a regular basis, because performance of this group has proven to be a good early...