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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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Registered Index-Linked Annuities
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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...

Notes on 3Q25 Results of Selected Stock-Traded Annuity Insurers

We thought third quarter annuity business results for publicly traded insurers we track regularly were pretty strong, as the rise in the stock market fueled account value growth and sales in some product lines, in...

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…

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...

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...

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…

An Update on Registered Index-Linked Annuity Trends

While the registered index-linked annuity market is certainly starting to reach maturity, that fact has not prevented it from remaining the fastest growing of all product segments in percentage terms this year. With that in...

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...