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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 fourth quarter of last year; at that time we counted 26 portfolios in operation, which...

Reviewing Variable Insurance Fund Filings from March, 2026

Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the four quarter of 2025. At quarter’s end we counted 17 portfolios in operation which held $603.8 million in assets…

An Update on Variable Defined Outcome Portfolios Through 4Q25

In this commentary we’ll take the opportunity to get caught up with variable defined outcome portfolios, which have been declining in number steadily. Our intention is to conclude our coverage of them since we expect...

An Update on RILA Filings and Various Product Changes

About now we are getting clues as to where annuity product development is headed this year: we think there’s evidence that registered index-linked annuities (RILAs) will be in the forefront of activity, which makes sense...

Reading the Tea Leaves: About 4Q25 Annuity Industry Sales

We are still waiting for LIMRA to release final fourth quarter and full year 2025 annuity industry sales data so short of that we did see that WINK, Inc. released figures so we will discuss...

Reviewing Variable Insurance Fund Filings from February, 2026

Variable fund filing activity in February is usually pretty active as industry players prepare for the May prospectus update season. This time around we saw one new registration along with an interesting batch of managerial...

Notes on 4Q25 Results of Selected Stock-Traded Annuity Insurers

Fourth quarter annuity business results for publicly traded insurers we track regularly were mixed in our view, with some carriers even saying they purposely lowered sales in order to be disciplined and “not chase a...