Research & Reports
An Update on Trends in VA Living Benefit Values, Net Amount at Risk
Every so often we like to study variable annuity guaranteed living benefit (GLB) account value and risk levels around the industry, as they can impact the health of insurers. This report will be an update...
Uncertainty Regarding DOL Rule Negatively Impacted VA Insurers in 1Q17
In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...
DOL Rule-Related Takeaways from the Retirement Industry Conference
Last week we attended the annual LIMRA/LOMA/SOA Retirement Industry Conference, held in Orlando, Florida, and in this report we’ll share some thoughts on a topic that was much discussed throughout the event – the Department...
Variable Annuity Sales Were Again Depressed in Q4 and Full Year 2016
After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...
Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time
As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...
Taking a Moment to Think About VA Benefit Values, Net Amount at Risk
In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...
Variable Annuity Sales in Q3 Were Down Again, In All Likelihood
In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...
A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits
This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...
Some Fall Reflections – on Trends in the Variable Annuity Space
In this commentary we’ll discuss current conditions in the variable annuity business, such as which products are selling the best, and touch on details from recent product filings…
