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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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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...

Thinking About Accumulation – Are Investors Focusing on It?

As of this writing, full second quarter annuity sales data have not been released, the industry is in the slow summer months, and not a lot is going on product front, but there does seem...

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...

An Update – on New Contracts and Benefits in the Pipeline

Last month the annuity pipeline was brimful of activity, so in this commentary we will get up to speed with what transpired during that time as best we can, focusing on the newest products to...

Some Random Thoughts – as 1Q26 Sales Figures Trickle In

As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...

Equitable – Bound and Determined to Retain its RILA Supremacy

Maintaining sales dominance in a competitive industry like annuities is no easy feat, but Equitable Holdings has managed to keep a firm grip on the top spot in registered index-linked annuity (RILA) sales, ever since...

Notes on 1Q26 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly reflected industry trends, because for most of them, volume was up on a year-over-year basis, but down sequentially…