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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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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…

Notes on 1Q25 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly tended to be better than the prior-year quarter but down sequentially, which we think was to be expected. On several earnings calls carriers said...

Contemplating Annuity Surrenders – and Their Link to Sales

A few months ago, some insurance equity analysts said they are forecasting heightened annuity surrenders during calendar year 2025, and that may generate increased sales into certain products at the expense of others, given the...

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on VA Product Changes and Benefit Rate Sheets

This report will cover noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs) that occurred in the first quarter. As the year moves forward, we will provide periodic updates of this kind…

Discussing RILA Filings of Early 2025 – and Related Things

Around this time last year, we published an issue of this report covering registered index-linked annuities (RILAs) filed in the first few months, and this time we need to do so again, as new products...

Various Thoughts on Annuity Industry Sales Trends from 2024

LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…

Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers

Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...