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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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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…

Notable VA and Benefit Rate Sheet Changes in 2024

This is the final 2024 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)…

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 17 contracts…

A Wrap-up of VA and RILA Product Filing Activity for 2024

In looking back at the filing pipeline of 2024 – focusing, as we usually do, on traditional variable annuities and registered index-linked annuities (RILAs) – we have to say that activity was brisk and reflected...

The Year 2024 in Review: The Upward Momentum Continued

As of this writing, annuity industry sales for 2024 were on pace for another record – this despite a falling interest rate environment – leading us to wonder if there’s “nowhere to go but up.”...

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2024

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2024. The table covers 10 contracts…