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 York’s Stance on Standard Non-Forfeiture Law May Curtail VA Benefits

Last week there was concern within the variable insurance business over a draft circular letter from the New York State Insurance Department that clarifies how standard non-forfeiture law applies to separate account contracts. The letter...

Reviewing Variable Insurance Fund Filings from March, 2006

Over the first few months of the year we’ve been noticing rather specialized variable insurance funds coming out, some “non-correlative” with the market – in that they may take an inverse position against an index...

Product Innovation is Growing on the Qualified Side of the Variable Business

As The Soleares Report evolves, we’ll have plenty to report regarding variable insurance products and features because new things are constantly coming out. This continuous introduction of ideas is important to the health of the...

Rollout Reviews: What’s New in Variable Annuity Product Features

In our quick look at spousal lifetime withdrawal benefit provisions last month, we commented on some features that were still in the filing stage. It turns out that a few of these were formally launched...

Red Flags Flying: Thoughts on Regulatory Issues in the Annuity Space

We’re thinking that 2006 will be a time when many things will happen on the regulatory and compliance front, both positive and negative, for the VA business. If we look on the bright side of...

Reviewing Variable Insurance Fund Filings from February, 2006

In the new variable funds filed in February we noticed some general trends continuing, among them the offering of new types of funds-of-funds (F-of-Fs), which to us is not surprising given their frequent use in...

Brief Thoughts on Tax Issues Affecting the Variable Annuity Business

We are trying to get our arms around a number of tax considerations regarding variable annuities that might end up impacting the business rather sooner than later. At least one reason for concern is that...

Reviewing Variable Insurance Fund Filings from January, 2006

The batch of new variable funds registered with the SEC in January was marked by types that emphasize diversification and risk management, just as we’ve been seeing lately. We continue to see filings of funds-of-funds...

Q4 Roundup: Variable Annuity Results Stay Relatively Strong in 2005

In the second installment in a regular commentary of The Soleares Report, we are going to review variable annuity business fourth quarter reports and consider what happened in 2005 as a whole. In future weeks...