subscriber-login-icon
Subscriber Login
Sign Up

Steve's blog

Sort by Category
Select
All America Anniversary Annuitization Autumn Beginning Consistency Cornucopia Demand ESG Executive Function Experiential Reality Fee-based annuities Flag FOMO HIndsight Holiday Improvisation Leisure Moving Predictions Progress Report Quarterly Sales Regulation Risk Seasonality Self-scouting Shopping Snow Spring Summer Uncategorized Volatility Wagering Winter
Sort by Tag
Select
All Risk
The DOL’s Game Changer featured-image

The DOL’s Game Changer

Last week I was sitting in a doctor’s waiting room and decided to comb through industry news alerts I receive via e-mail. I settled in on an article in Investment News, “House Speaker Paul Ryan... Read more

Sneaking One In… featured-image

Sneaking One In…

Yesterday I hope you all had a welcome rest from your labors. I don’t take too many breaks from publishing The Soleares Report each year but Presidents’ Day is one of them. I need a... Read more

Ruminations, Reflections from the 2015 SOA Annual Conference featured-image

Ruminations, Reflections from the 2015 SOA Annual Conference

I got back this Wednesday from the Society of Actuaries’ Annual Conference held this year in Austin, Texas and thought I’d share some of my takeaways from the event. I was privileged to speak on... Read more

Delta Blues featured-image

Delta Blues

This post is a follow up to my last one – admittedly on the late side – but I got some great feedback on that one and decided to let the ideas germinate a bit... Read more

IOVA – A Perilous Term? featured-image

IOVA – A Perilous Term?

About a month ago I was catching up via phone with a longtime industry contact, who gave me a little food for thought I figured I’d share with you. We were discussing recent annuity product... Read more