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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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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,...

Another Filing Update – Including Some New Registrations

It wasn’t that long ago we provided our readers with a rundown of variable annuity product filings from the start of the year, but now we feel another update is in order, as some interesting...

Covering Notable Variable Annuity Filings From Early 2025

Usually, this time of year we provide our readers with a digest of early-year filings related to traditional variable annuities and registered index-linked annuities (RILAs). In our view, January pipeline activity was relatively slow, perhaps...

A Wrap-up of VA and RILA Product Filing Activity for 2024

In looking back at the filing pipeline of 2024 – focusing, as we usually do, on traditional variable annuities and registered index-linked annuities (RILAs) – we have to say that activity was brisk and reflected...

The Year 2024 in Review: The Upward Momentum Continued

As of this writing, annuity industry sales for 2024 were on pace for another record – this despite a falling interest rate environment – leading us to wonder if there’s “nowhere to go but up.”...

Another Update on VA Product Changes and Benefit Rate Sheets

In this report we will get up to date with our coverage of traditional variable annuity and registered index-linked annuity (RILA) product changes…

A Discussion of a Popular RILA Strategy: Dual Direction

For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

A RILA Product Pipeline Update – and Other Notable Things

We’ve said it often enough in these pages: that the registered index-linked annuity (RILA) side of the business has been humming with activity throughout the year and we don’t expect that to change anytime soon....