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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.

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

A Roundup of VA Product Filing Activity of Recent Months

This report will be an overview of recent variable annuity product development activity that we have not covered yet in these pages. Even though the year is winding down, the industry is still coming up...

Random Thoughts on Q3 Industry Sales, and Related Topics

Not long ago, LIMRA released preliminary third quarter annuity industry sales data that indicate in-favor products like registered index-linked annuities (RILAs) are continuing their record-breaking pace, while conditions are slowly improving for other product types....

On a New York RILA from Allianz Life – and a MetLife Buyout

In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...

A Few Thoughts on VA Spinoffs – and Notable Product News

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

The Latest – on New Variable Annuity Contract Launches

In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...

Random Thoughts on the Business, as Summer Draws to a Close

Now that we’ve reached the weekend and are, for the most part, caught up with annuity product developments, in this commentary we’ll share our thoughts on some topics we think are of most interest to...

On Jackson’s RIA Variable Annuity – and Other Notable Product Filings

In our view, two types of annuities are most in demand at the moment, namely registered index-linked annuities and variable annuities for fee-based advisers. Regarding the latter, we believe they are being built to address...

Q2 Earnings Review – RILAs Again Fueled Industry Sales Growth

Judging by the results of publicly traded insurers we regularly track, the annuity industry experienced sales growth in the second quarter, building on momentum generated during the prior quarter…