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
Living benefits
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

Q2 Earnings Review – RILAs Again Fueled Industry Sales Growth

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…

More From the Pipeline – Including an Index Annuity With Floors

Well, things have been heating up along the annuity product pipeline, that’s for sure, and what we’re seeing reflects priorities and preferences around the industry. Much activity of late has centered around registered index-linked annuities...

Notes on Interesting New Annuities from Allianz and New York Life

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

Covering Notable Rate Sheet Updates – and Another Buyout

It’s been two months since we provided our readers with an overview of guaranteed living benefit (GLB) rate sheet trends, so in this report we’ll get caught up with the latest developments on that front,...

Newer Products Blur Distinctions Between RILAs, Other Annuities

Lately the surging sales of registered index-linked annuities (RILAs) have led insurers and other financial firms to join the bandwagon and come up with variations on them. We’re not sure whether all these new designs...

Some Thoughts on a Very Active Fixed-Index Annuity Pipeline

Lately we’ve started to cover fixed-index annuities (FIAs) more closely, and in so doing noticed that part of the market has been quite active in terms of product development, this despite a decline in sales...

An Outlook on the Summer 2021 Variable Annuity Product Pipeline

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...

Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Covering Filings of VA Contracts and GLWBs – and a New RILA

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...