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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.
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Summaries of RILA Dual Direction Strategies in 2025

This table contains summaries of 21 registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

An Update on Registered Index-Linked Annuity Trends

While the registered index-linked annuity market is certainly starting to reach maturity, that fact has not prevented it from remaining the fastest growing of all product segments in percentage terms this year. With that in...

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on VA Product Changes and Benefit Rate Sheets

In this report we will get caught up with our tracking of noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs), covering filings through the end of last month…

Reviewing Variable Insurance Fund Filings from August, 2025

We observed some interesting variable fund filing activity in August, we thought, most of it having to do with managerial changes, however there were a few large-scale fund replacements in the works…

Our Customary Thoughts – on LIMRA’s 2Q25 Sales Figures

Not long ago, LIMRA issued final second quarter sales data, which revealed that the industry set fresh records for both the quarter and first half of the year, proving that the annuity sales boom is...

Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers

In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...

Another Reflection – on Annuity Industry Surrenders

Annuity surrenders are very much on the radar screen of the industry, because multiple studies say that in recent years surrender activity has increased – and is expected to rise this year as well –...

Reviewing Variable Insurance Fund Filings from July, 2025

This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…