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
Asset allocation
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

More Structured Annuity Developments – and Other Product News

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...

Reviewing Variable Insurance Fund Filings from April, 2018

This report contains our customary roundup of notable variable insurance fund developments from last month, a time of relatively light filing activity…

More on New VA Lifetime Withdrawal Benefits – and Other Product Notes

In this report we’ll comment on variable annuity benefit launches that have occurred of late plus touch on adjustments and tweaks insurers have been making during the May prospectus update season…

New GLWB from Midland National Blends FIA Features into a VA

Despite last year’s sales drop fixed-index annuities (FIA) have been doing better than variable annuities in recent years thus it’s only natural that some ideas from the former should migrate to the latter. Such was...

Reviewing Variable Insurance Fund Filings from January and February, 2018

We normally cover noteworthy variable insurance fund filings each month but lately we’ve gotten behind on that task so in this commentary we’ll cover filing activity from the first two months of this year, a...

A Brief Reflection on Current Conditions in the Variable Annuity Market

Given that not much variable annuity product filing activity has occurred since our last update, this week we will provide a simple reflection on current conditions in the industry…

Another Update – On Variable Annuity Product Filings of Recent Weeks

In this report we’ll get caught up on variable annuity products that were filed from mid-February into early March. Included in this batch were a few enhancements to guaranteed living benefits, making us think that...

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…

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…