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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 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...

On Fidelity’s In-Plan Product – and Contemplating the Income Story

Not long ago, Fidelity Investments announced plans to launch an in-plan retirement income solution next year, teaming up with two major insurance companies. In light of that, we figured we’d take the opportunity to weigh...

Some Random Thoughts – as 1Q26 Sales Figures Trickle In

As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...

Reviewing Variable Insurance Fund Filings from May, 2026

Fund filing activity in May was about what we expected given conditions in the variable annuity space, namely a good deal of changes to investment strategies, as well as fund reorganizations…