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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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Reviewing Variable Insurance Fund Filings from December, 2025

In December, we saw a bumper crop of variable fund filings come through, ranging from new registrations to large-scale reworking of insurer investment platforms…

The Year 2025 in Review: Another Sales Record is In Sight

This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

Reviewing Variable Insurance Fund Filings from November, 2025

This report will contain our customary review of notable variable fund filings from November and provide a quick update on trends in defined outcome portfolios…

Reviewing Variable Insurance Fund Filings from October, 2025

We had another relatively light period of variable fund filing activity in October, typical for the time of year. Beyond some new registrations, of particular note was the closure of several defined outcome portfolios, continuing...

Reviewing Variable Insurance Fund Filings from September, 2025

Variable fund filing activity in September was moderate – we saw one new registration come through – other than that we saw the usual run of managerial changes and adjustments to fees and expenses…

Reviewing Variable Insurance Fund Filings from August, 2025

We observed some interesting variable fund filing activity in August, we thought, most of it having to do with managerial changes, however there were a few large-scale fund replacements in the works…

Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers

In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...

Reviewing Variable Insurance Fund Filings from July, 2025

This July, the rate of variable fund filing activity was relatively lively in that we saw a new registration along with an interesting batch of changes…

Reviewing Variable Insurance Fund Filings from June, 2025

In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…