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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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Reflecting on Innovation in the Indexed Annuity Space

Over time we have seen indexed annuity carriers introduce features that expand upon existing strategies or mimic those of registered index-linked annuities (RILAs), such that there is evidence that ideas are being shared between those...

Thinking About the Relative Attractiveness of Annuity Products

Since last week we provided a filing update, and third quarter sales data are far from being released – even the preliminaries – we will switch gears and take a few moments to reflect on...

Random Annuity Industry Thoughts – as Q4 Gets Underway

We are starting to think that the annuity business will finish on a strong note this year, because rising interest rates are allowing insurers to offer very attractive crediting rates, index caps and bonuses, such...

More Notes on Q2 Sales – Now That Numbers are Official

Not long ago, LIMRA and WINK, Inc. issued final annuity sales data for the second quarter, and both sets of numbers, despite their differences, pointed to strong performance by the industry, and to us, indicated...

Can Rich Bonuses Fuel a Fixed-Indexed Annuity Resurgence?

This week we thought it would be a great time to weigh in on the indexed annuity market and, while taking a brief scan through various contract and feature types, discovered much has been going...

Notes on 2Q26 Results of Selected Stock-Traded Annuity Insurers

Second quarter annuity business results for most of the publicly traded insurers we track regularly were strong, in our view, indicative of the positive momentum the industry has been sustaining of late…

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…

“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...

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...