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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.

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

Commencing Our 2021 Tracking – of VA Benefit Rate Sheet Changes

Since it’s become ever more common for insurers to design variable annuity benefits with components that can be changed periodically via rate sheet, we now consider the monitoring of such benefits as one of the...

An Outlook on Registered Index-Linked Annuities – as We Enter 2021

This year we intend on providing our subscribers with more in-depth coverage of registered index-linked annuities (RILAs), firstly because we expect their sales to continue outpacing all other annuity types, secondly because we think insurers...

Most Stock-Traded Insurers’ Annuity Sales Grew – Sequentially – in Q3

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

It’s Been Quite Active Along the Variable Annuity Product Pipeline

Although times have been difficult for insurers, as they are coping with the COVID-19 pandemic, market volatility, rock-bottom interest rates, social upheaval and the stresses of an election year, those challenges haven’t kept them from...

Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

Thoughts on the Business in Q2 – Based on Preliminary Sales Data

Second quarter earnings season will be wrapping up soon and next week we’ll devote these pages to our customary delving into what was revealed on insurers’ conference calls. For now we’ll provide some perspective on...

A Steady Stream of VA Product Filings – Calls for Another Update

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

An Update on New Variable Annuities and GLWBs Filed in 2020

This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...