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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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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...

An Update on RILA Filings and Various Product Changes

About now we are getting clues as to where annuity product development is headed this year: we think there’s evidence that registered index-linked annuities (RILAs) will be in the forefront of activity, which makes sense...

Considering the Shape of Product Changes Thus Far in 2026

We are still waiting for official fourth quarter 2025 sales numbers from LIMRA – we expect their release imminently – so we will comment on those when they arrive. For now, we will share thoughts...

A Wrap-up of VA and RILA Product Filing Activity for 2025

This commentary will be a review of activity along the traditional variable annuity and registered index-linked annuity (RILA) filing pipelines last year. We have provided a report of this type to our readership over the...

Some Notes on Registered Index-Linked Annuity GLWBs

As the registered index-linked annuity market continues to mature, we are seeing more insurers offer guaranteed living benefits on their products, which we think is a natural progression. At present we do not think such...

Notes on Recently-Filed Living Benefits and Related Matters

In this report we’ll cover some interesting new guaranteed living benefits filed recently, one on a traditional variable annuity the other on a registered index-linked annuity (RILA) and also cover a few other filings of...

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues 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

In this report we will get caught up with our tracking of noteworthy changes to traditional variable annuities and registered index-linked annuities (RILAs), covering filings through the end of last month…

Pru’s Contingent Deferred Annuity – A Long Time in Coming

Prudential Financial released its first contingent deferred annuity (CDA) last week, and in this commentary we will give our thoughts on it and discuss how it was at least three years in the making…