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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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LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

An Update on RILA Filings and Various Product Changes

About now we are getting clues as to where annuity product development is headed this year: we think there’s evidence that registered index-linked annuities (RILAs) will be in the forefront of activity, which makes sense...

Reading the Tea Leaves: About 4Q25 Annuity Industry Sales

We are still waiting for LIMRA to release final fourth quarter and full year 2025 annuity industry sales data so short of that we did see that WINK, Inc. released figures so we will discuss...

Considering the Shape of Product Changes Thus Far in 2026

We are still waiting for official fourth quarter 2025 sales numbers from LIMRA – we expect their release imminently – so we will comment on those when they arrive. For now, we will share thoughts...

Thinking Aloud: About Conditions in the Annuity Business

In these pages we have already weighed in with thoughts on how annuity sales in 2025 might finish up – in expectation of final numbers not yet released by LIMRA – but, since we don’t...

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025

This table concludes our coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 19 registrations…

Notes on Early-Year 2026 Variable Annuity and RILA Filings

In our previous commentary we wrapped up our coverage of traditional variable annuity and registered index-linked annuity (RILA) filings from last year; this one will be equally “filing focused,” because some interesting things have come...

A Wrap-up of VA and RILA Product Filing Activity for 2025

This commentary will be a review of activity along the traditional variable annuity and registered index-linked annuity (RILA) filing pipelines last year. We have provided a report of this type to our readership over the...

Notable VA and Benefit Rate Sheet Changes in 2025

This is the final 2025 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…