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
Reports
All Reports Research
Sort By Topic
Select
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

New Coverage: Summaries of In-Force VA Lifetime Withdrawal Benefits

In this new table we have our summaries of all variable annuity GLWBs we have identified as still being for sale thus far in 2010; over time we will update it to capture changes that...

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

Insurers Are Filing New VA Benefits Well Before the May Update Season

It’s common practice for variable annuity insurers to use the prospectus update season to bring out new products or enhance existing ones. Usually we don’t see major changes start cropping up until a month or...

“Five at 65” – Enhancements of Variable Annuity Riders Are Picking Up Again

Innovation permeates the very core of the variable annuity business; in fact we’ve come to expect near-constant creativity from actuaries and product development specialists. The rate of movement may have slowed compared with years past,...

Reviewing Variable Insurance Fund Filings from December, 2009

It’s once again time for us to check in on what’s been happening with variable insurance funds, and during December there wasn’t a great deal of filing activity with the SEC, but that’s normal for...

A Bit of a Disconnect? A Near-Term Outlook on VA Industry Results

When fourth quarter variable annuity sales results come out, we’re convinced they will reflect a lack of participation by the industry in the improving equity markets – much as was the case in the prior...

Sorting Through Notable Variable Annuity Product Developments

We continue to see an interesting mix of variable annuity contracts and features coming out, some following the trend towards the simpler and cheaper, others more fully loaded. Regardless of this diversity, we firmly believe...

NFL Game Planning: A Fitting Analogy for the Industry at the Start of 2010?

In the past, we have employed comparisons with the sporting world to describe competitive conditions in the variable annuity space, and we’re going to do so again in this, our first commentary of the New...

Reflecting on the VA Industry in 2009: A Time of Shifting Realities

It’s become our custom to dedicate our last commentary each year to looking back at how the variable annuity business performed, to get the evaluation process started before fourth quarter data are released. Thus in...