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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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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...

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...

An Update on VA Product Changes and Benefit Rate Sheets

In this report we will get caught up with our tracking of noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs), covering filings through the end of last month…

Our Customary Thoughts – on LIMRA’s 2Q25 Sales Figures

Not long ago, LIMRA issued final second quarter sales data, which revealed that the industry set fresh records for both the quarter and first half of the year, proving that the annuity sales boom is...

Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers

In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...

Quick Thoughts – on LIMRA’s Preliminary 2Q25 Sales Figures

Last week LIMRA issued preliminary second quarter sales data and in this commentary, we will give our thoughts on those numbers, which indicate the industry is maintaining its upward momentum – thanks to but a...

Notes on Registered Index-Linked Annuities Filed in 2025

In this report we’ll cover recent developments related to registered index-linked annuities (RILAs): it’s a great time to get caught up with matters as there have been some new registrations and noteworthy changes to existing...

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…