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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 Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the second quarter of 2025. At quarter’s end we counted 21 portfolios in operation which held $547 million in assets…

Reviewing Variable Insurance Fund Filings from November, 2025

This report will contain our customary review of notable variable fund filings from November and provide a quick update on trends in defined outcome portfolios…

It’s Time to Weigh in: on LIMRA’s 3Q25 Annuity Sales Figures

LIMRA issued final third quarter annuity sales data not long ago, which revealed that industry sales were flat quarter over quarter, which we think is not a bad result given current market conditions and seasonality…

Notes on Late-Year Variable Annuity and RILA Product Filings

After reviewing annuity product filings from last month, we concluded that industry players are moving in different directions: some are coming out with new products and ideas, others are scaling back rather significantly. Most of...

Notes on 3Q25 Results of Selected Stock-Traded Annuity Insurers

We thought third quarter annuity business results for publicly traded insurers we track regularly were pretty strong, as the rise in the stock market fueled account value growth and sales in some product lines, in...

Reviewing Variable Insurance Fund Filings from October, 2025

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Summaries of Guaranteed Lifetime Withdrawal Benefits Currently Available on RILAs

This table contains summaries of guaranteed lifetime withdrawal benefits (GLWBs) available on RILAs that are currently for sale. The table lists 12 riders…

Some Notes on Registered Index-Linked Annuity GLWBs

As the registered index-linked annuity market continues to mature, we are seeing more insurers offer guaranteed living benefits on their products, which we think is a natural progression. At present we do not think such...

On 3Q25 Sales Trends – and The Annuity Value Proposition

Lately it’s been our habit to weigh in once LIMRA has come out with preliminary sales data – as it did last week for the third quarter – and we will do so in this...