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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 April, 2026

Variable fund filing activity in April consisted mainly of managerial changes, adjustments to investment guidelines and diversification status, mergers and liquidations. Once again, we saw instances of defined outcome portfolios being closed for good…

Our Notes – from the Traditional VA and RILA Filing Pipeline

In our view, the filing pipeline has not been terribly active of late, but we think we’re overdue for an update since this is the time of year when insurers debut new products and make...

Thinking About Current Annuity Industry Sales Drivers

In our view, industry sales are mostly correlated with which product attributes are resonating with investors at any given time, given their current priorities, whether accumulation, protection, income, liquidity, wealth transfer – to name a...

Insurers and Private Credit – What We Know, What We Don’t

Lately we’ve been seeing articles in trade publications noting how rating agencies and regulators have been raising concerns over the high level of private credit usage on the part of annuity insurers, so we figured...

Update: Variable ESG Portfolios

This spreadsheet is an update to our coverage of variable Environmental, Social and Governance (ESG) portfolios with data through the fourth quarter of last year; at that time we counted 26 portfolios in operation, which...

Reviewing Variable Insurance Fund Filings from March, 2026

Variable fund filing activity in March was moderate in our view. As usual, in this report we will provide coverage of noteworthy developments during that month, which included the registration of a new variable insurance...

LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the four quarter of 2025. At quarter’s end we counted 17 portfolios in operation which held $603.8 million in assets…

An Update on Variable Defined Outcome Portfolios Through 4Q25

In this commentary we’ll take the opportunity to get caught up with variable defined outcome portfolios, which have been declining in number steadily. Our intention is to conclude our coverage of them since we expect...