Research & Reports
What the Competition Dictates: Continual Refinements to VA Benefit Features
This year might be winding down, but in the variable annuity space we are still encountering registrations of new living benefits and enhancements to existing ones, although a good portion of them won’t actually roll...
How We Did Last Summer – Appraising Public Insurers’ VA Results from 3Q07
After reviewing third-quarter variable annuity deposits and net flows for the group of major publicly-traded insurers we regularly track, we found most of them endured at least a slight decrease in deposits compared to the...
Some Thoughts on Variable Annuity Sales Trends – As Earnings Season Begins
We honestly look forward to each quarterly earnings season for publicly-traded insurers, because the statistical reports and conference calls always contain plenty of useful information on variable product sales. In this report we’re going to...
Variable Annuity Contract Update: Getting Current With New Registrations
Needless to say, there’s been an abundance of new guaranteed living benefits coming out this year however this week we’re shifting our focus to check back in on new variable annuity contract registrations, something we...
Focusing In On Lifetime Withdrawal Benefits – and Related Income Stories
It’s time again for us to catch up on what’s been happening with variable annuity lifetime withdrawal benefits because there have been numerous new filings lately, as well as a few developments from elsewhere in...
Uncovering Industry Trends Through Study of Available Data on Living Benefits
We’re always on the lookout for real concrete data on variable annuity living benefits and to that end we’ve been combing through insurers’ quarterly financial supplements and statutory statements to extract whatever information is publicly...
Seeing the Connection Between Complexity and Regulation in the VA Business
This week we’re going to step away momentarily from our customary labors – sorting through contract and rider filings, categorizing them and summarizing them – to consider how the unique complexities of variable annuities have...
Keeping Up With the Continuous Stream of New VA Lifetime Withdrawal Benefits
At The Soleares Report we’re resolved to remain on top of the latest variable annuity features and benefits, but the task certainly isn’t easy. Indeed, if we were to focus only on tracking lifetime withdrawal...
Tracking VA Industry Competitive Moves through Q2 and Beyond
This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...
