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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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As the Year Begins: Thoughts and Questions on Our Minds

This report will more or less pick up from last week, in that we have more to share about the industry is doing at present; moreover, we thought it would be worthwhile to bring up...

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...

Notes on Late-Year Variable Annuity and RILA Product Filings

After reviewing annuity product filings from last month, we concluded that industry players are moving in different directions: some are coming out with new products and ideas, others are scaling back rather significantly. Most of...

Summaries of Guaranteed Lifetime Withdrawal Benefits Currently Available on RILAs

This table contains summaries of guaranteed lifetime withdrawal benefits (GLWBs) available on RILAs that are currently for sale. The table lists 12 riders…

On 3Q25 Sales Trends – and The Annuity Value Proposition

Lately it’s been our habit to weigh in once LIMRA has come out with preliminary sales data – as it did last week for the third quarter – and we will do so in this...

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...

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…

Our Customary Thoughts – on LIMRA’s 1Q25 Sales Figures

Last week, LIMRA issued final first quarter sales data and in this commentary we will give our thoughts on those numbers, focusing mainly on deferred annuities…

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…