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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.

Update: Covering New RILA Registrations, and Other Developments

Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...

Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

Update: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet continues our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; this sheet contains over 100 entries, the...

VA Insurers Keep Making Enhancements Through Rate Sheet Updates

This year one of our goals was to keep a close eye on guaranteed living benefit (GLB) rate sheet changes, because we thought they would provide great clues as to how product competition would shake...

Initial Coverage: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table contains our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists nine riders…

More Notes on VA Contract and Rider Filings, and Related Issues

This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...

Catching Up With Filings of Contracts, Benefits, Notable Changes

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

Random Thoughts About Current Conditions in the Industry

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...