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
Research
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

An Update on Variable Managed-Volatility Portfolios Through 2Q20

This is our second quarter snapshot of developments in variable managed-volatility portfolios, in which we will cite data we compiled from trust semi-annual reports. As we usually do this time each year, we will have...

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

This table updates our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of six riders…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet commences our coverage of variable insurance volatility-managed portfolios in 2020. By our count, at the end of the first quarter there were 208 such portfolios in operation, containing $244 billion in assets…

New Coverage: Notable VA Benefit Rate Sheet Changes in 2020

This new spreadsheet contains a list of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 78 entries…

Update: Notable VA Product Changes in 2020

This is a new version of our spreadsheet of noteworthy variable annuity product changes that have been filed so far in 2020; it contains 62 entries…

New Coverage: Notable VA Product Changes in 2020

This spreadsheet contains our initial coverage of noteworthy variable annuity product changes that occurred so far in 2020; it contains 37 entries…

Update: Variable Insurance Volatility-Managed Portfolios

This spreadsheet concludes our coverage of variable insurance volatility-managed portfolios for 2019. By our count, at the end of the year there were 208 such portfolios in operation, containing nearly $280 billion in assets…

New Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2020

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC so far this year and contains summaries of three riders…

New Coverage: Summaries of New VA Contracts Filed With the SEC in 2020

This table commences our coverage of new variable annuity contracts filed with the SEC in 2020 and contains summaries of nine new products…