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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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Some Notes on Registered Index-Linked Annuity GLWBs

As the registered index-linked annuity market continues to mature, we are seeing more insurers offer guaranteed living benefits on their products, which we think is a natural progression. At present we do not think such...

Notes on Recently-Filed Living Benefits and Related Matters

In this report we’ll cover some interesting new guaranteed living benefits filed recently, one on a traditional variable annuity the other on a registered index-linked annuity (RILA) and also cover a few other filings of...

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on VA Product Changes and Benefit Rate Sheets

In this report we will get caught up with our tracking of noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs), covering filings through the end of last month…

Pru’s Contingent Deferred Annuity – A Long Time in Coming

Prudential Financial released its first contingent deferred annuity (CDA) last week, and in this commentary we will give our thoughts on it and discuss how it was at least three years in the making…

An Update on Product Filing Activity and Related Considerations

In this report we’ll catch up with noteworthy annuity product filings from recent months and share some thoughts on how insurers’ moves may have influenced industry sales in the first quarter…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on VA Product Changes and Benefit Rate Sheets

This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…

Another Filing Update – Including Some New Registrations

It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...