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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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Thinking About the Relative Attractiveness of Annuity Products

Since last week we provided a filing update, and third quarter sales data are far from being released – even the preliminaries – we will switch gears and take a few moments to reflect on...

Random Annuity Industry Thoughts – as Q4 Gets Underway

We are starting to think that the annuity business will finish on a strong note this year, because rising interest rates are allowing insurers to offer very attractive crediting rates, index caps and bonuses, such...

An Update on the Registered Index-Linked Annuity Pipeline

The registered index-linked annuity (RILA) market may be maturing, but that does not mean its sales momentum has been slowing very much, if at all. Barring any major miscues or changes in investor sentiment we...

Can Rich Bonuses Fuel a Fixed-Indexed Annuity Resurgence?

This week we thought it would be a great time to weigh in on the indexed annuity market and, while taking a brief scan through various contract and feature types, discovered much has been going...

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…

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...

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…

Thinking About Current Annuity Industry Sales Drivers

In our view, industry sales are mostly correlated with which product attributes are resonating with investors at any given time, given their current priorities, whether accumulation, protection, income, liquidity, wealth transfer – to name a...

Insurers and Private Credit – What We Know, What We Don’t

Lately we’ve been seeing articles in trade publications noting how rating agencies and regulators have been raising concerns over the high level of private credit usage on the part of annuity insurers, so we figured...