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
Benefit Rate Sheets
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

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

Notes on Registered Index-Linked Annuity (RILA) Competition

Since we get the feeling that due to rising interest rates, registered index-linked annuities will be encountering stiffer competition from other annuities, we figured now would be a great time to get caught up on...

An Update – on a Growing Fixed-Indexed Annuity Market

To follow up on our last commentary, just like their brethren are doing on the variable annuity side with their benefit rate sheets, fixed-indexed annuity (FIA) carriers are taking advantage of rising interest rates to...

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet commences our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 62 entries…

On Rate Sheets – Rising Rates Help Insurers Enhance Their Benefits

Now that the second quarter is nearly over, we figured it would be a good time to get caught up with trends in variable annuity guaranteed living benefit (GLB) rate sheets, especially since insurers have...

Initial Coverage: Summaries of New VA Contracts Registered With the SEC in 2022

This table contains summaries of 10 new variable annuity contracts registered with the SEC so far this year…

Covering Filings of New VA Contracts and Living Benefit Riders

Now that the year is nearly half over, we thought it would be a great time to get caught up with new variable annuities and guaranteed living benefits (GLBs) that have been registered with the...

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet concludes our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches; it contains 76 entries…

An Update on VA Rate Sheet Trends from 2021 Into this Year

It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...