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
Select
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

Reviewing Variable Insurance Fund Filings from February, 2025

In February, we saw fewer new variable portfolio registrations than we were used to in past years, but there were a few. There was much more activity in terms of manager replacements and other changes...

Various Thoughts on Annuity Industry Sales Trends from 2024

LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…

Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers

Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...

Update: Summaries of New Traditional Variable Annuities filed in 2024

This table is our final update of new traditional variable annuities filed with the SEC in 2024. The table covers six contracts…

Another Filing Update – Including Some New Registrations

It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...

Reviewing Variable Insurance Fund Filings from January, 2025

In January, variable fund filing activity was slow in our view, but that’s typical, as new registrations tend to get submitted the following month in order to be ready for the May prospectus update season....

Covering Notable Variable Annuity Filings From Early 2025

Usually, this time of year we provide our readers with a digest of early-year filings related to traditional variable annuities and registered index-linked annuities (RILAs). In our view, January pipeline activity was relatively slow, perhaps...

Various Early-Year Thoughts on the Indexed Annuity Market

We were planning to weigh in with some thoughts on the indexed annuity side of the industry and, just before we were ready to publish this report, noticed that LIMRA came out with preliminary fourth...

Reviewing Variable Insurance Fund Filings from December, 2024

Variable fund filing activity was pretty substantial in December, with new registrations, new share classes and an assortment of changes. A good number of the latter are to take place this year…