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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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Notes on 1Q25 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly tended to be better than the prior-year quarter but down sequentially, which we think was to be expected. On several earnings calls carriers said...

Reviewing Variable Insurance Fund Filings from April, 2025

This April we did not identify any new variable portfolio registrations, rather most industry filing activity involved managerial changes…

Contemplating Annuity Surrenders – and Their Link to Sales

A few months ago, some insurance equity analysts said they are forecasting heightened annuity surrenders during calendar year 2025, and that may generate increased sales into certain products at the expense of others, given the...

A Quick Update on Fixed-Indexed Annuity Product Trends

In this commentary we’ll provide some thoughts on indexed annuities, whose sales have grown steadily in the years since the COVID-19 crisis and last year were positively sizzling…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences 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

This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…

Reviewing Variable Insurance Fund Filings from March, 2025

For the month of March, we have much to report concerning variable insurance portfolios, as there were a number of interesting registrations along with a great deal of managerial changes on insurers’ platforms…

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Discussing RILA Filings of Early 2025 – and Related Things

Around this time last year, we published an issue of this report covering registered index-linked annuities (RILAs) filed in the first few months, and this time we need to do so again, as new products...