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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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Dual Direction
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Equitable – Bound and Determined to Retain its RILA Supremacy

Maintaining sales dominance in a competitive industry like annuities is no easy feat, but Equitable Holdings has managed to keep a firm grip on the top spot in registered index-linked annuity (RILA) sales, ever since...

Summaries of RILA Dual Direction Strategies in 2026

This table contains summaries registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains; this version contains two entries...

The Year 2025 in Review: Another Sales Record is In Sight

This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

Summaries of RILA Dual Direction Strategies in 2025

This table contains summaries of 21 registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

A Wrap-up of VA and RILA Product Filing Activity for 2024

In looking back at the filing pipeline of 2024 – focusing, as we usually do, on traditional variable annuities and registered index-linked annuities (RILAs) – we have to say that activity was brisk and reflected...

Summaries of RILA Dual Direction Strategies in 2024

This table contains summaries of 12 registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…