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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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Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the third quarter of last year; at that time we counted 26 portfolios in operation, which...

Reviewing Variable Insurance Fund Filings from January, 2026

Variable fund filing activity last month was moderate – we identified no new registrations – but there was the usual run of managerial changes and reorganizations we have been used to seeing of late…

Thinking Aloud: About Conditions in the Annuity Business

In these pages we have already weighed in with thoughts on how annuity sales in 2025 might finish up – in expectation of final numbers not yet released by LIMRA – but, since we don’t...

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 19 registrations…

Update: Summaries of New Traditional Variable Annuities filed in 2025

This table is our final update to our coverage of new traditional variable annuities filed with the SEC in 2025. The table covers two contracts…

Notes on Early-Year 2026 Variable Annuity and RILA Filings

In our previous commentary we wrapped up our coverage of traditional variable annuity and registered index-linked annuity (RILA) filings from last year; this one will be equally “filing focused,” because some interesting things have come...

A Wrap-up of VA and RILA Product Filing Activity for 2025

This commentary will be a review of activity along the traditional variable annuity and registered index-linked annuity (RILA) filing pipelines last year. We have provided a report of this type to our readership over the...

Notable VA and Benefit Rate Sheet Changes in 2025

This is the final 2025 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

Reviewing Variable Insurance Fund Filings from December, 2025

In December, we saw a bumper crop of variable fund filings come through, ranging from new registrations to large-scale reworking of insurer investment platforms…