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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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Can Rich Bonuses Fuel a Fixed-Indexed Annuity Resurgence?

This week we thought it would be a great time to weigh in on the indexed annuity market and, while taking a brief scan through various contract and feature types, discovered much has been going...

Thinking About Accumulation – Are Investors Focusing on It?

As of this writing, full second quarter annuity sales data have not been released, the industry is in the slow summer months, and not a lot is going on product front, but there does seem...

Notes on 2Q26 Results of Selected Stock-Traded Annuity Insurers

Second quarter annuity business results for most of the publicly traded insurers we track regularly were strong, in our view, indicative of the positive momentum the industry has been sustaining of late…

Reviewing Variable Insurance Fund Filings from July, 2026

We found the month of July rather active in terms of variable fund filing activity; we identified new registrations, instances of insurers reworking their investment platforms and some interesting things in the offing, involving managerial...

Our Customary Early Thoughts – on 2Q26 Preliminary Sales Numbers

Not long ago, LIMRA released preliminary second quarter annuity sales figures – rather earlier than expected in our view – and in this commentary we will give our perspective on the numbers…

Sifting Through Rate Sheets – for Clues on VA Market Competition

Now we will turn our attention to variable annuity benefit rate sheets, because we recently sorted through a variety of updates since the start of this year and found some interesting things to share, which...

“Torn From the Headlines” – Notes from the Annuity News Cycle

This week, rather than delve into more annuity filings – as we are surely known to do – we will provide some thoughts on recent industry news stories, with a view to provide a unique...

Reviewing Variable Insurance Fund Filings from June, 2026

In June we saw a substantial amount of variable fund filing activity, much of it having to do with managerial changes, although we did see a few developments related to portfolios that are still in...

An Update – on New Contracts and Benefits in the Pipeline

Last month the annuity pipeline was brimful of activity, so in this commentary we will get up to speed with what transpired during that time as best we can, focusing on the newest products to...