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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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Discussing New RILA Filings from Early 2024 – and Related Things

In this report we’ll delve into noteworthy filings from the beginning of the year involving registered index-linked annuities (RILAs), which we think provide evidence that the traction this product type generated last year will persist...

Touching on Developments in RILAs and Indexed Annuities

Lately we have seen some interesting filings related to registered index-linked annuities (RILAs) which should impact competitive conditions on that side of the market and in this report we will cover them, and also touch...

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...

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…

An Update – on a Growing Fixed-Indexed Annuity Market

To follow up on our last commentary, just like their brethren are doing on the variable annuity side with their benefit rate sheets, fixed-indexed annuity (FIA) carriers are taking advantage of rising interest rates to...

Regarding Competition in the Registered Index-Linked Annuity Space

This year we expect registered index-linked annuities (RILAs) to continue to grow their market share, however they will encounter stiffer competition from other product types thanks to rising interest rates; moreover, things are getting tight...

An Outlook on the Fixed-Indexed Annuity Market for 2022

Last year, we started commenting more often on fixed-indexed annuities (FIAs), and we plan to build on those efforts this year. In the process we will try to put matters in perspective with broader trends...

Q4 Notes on Jackson Financial – and Recent Product Filings

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...

Q4 Earnings Review – Annuity Insurers Finished 2021 on a Strong Note

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...