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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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On Fidelity’s In-Plan Product – and Contemplating the Income Story

Not long ago, Fidelity Investments announced plans to launch an in-plan retirement income solution next year, teaming up with two major insurance companies. In light of that, we figured we’d take the opportunity to weigh...

Some Random Thoughts – as 1Q26 Sales Figures Trickle In

As of this writing, LIMRA has yet to issue its full first quarter annuity sales data, but WINK, Inc. has released its numbers, so we will provide a bit of perspective on them in this...

Notes on 1Q26 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly reflected industry trends, because for most of them, volume was up on a year-over-year basis, but down sequentially…

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...

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...

Reading the Tea Leaves: About 4Q25 Annuity Industry Sales

We are still waiting for LIMRA to release final fourth quarter and full year 2025 annuity industry sales data so short of that we did see that WINK, Inc. released figures so we will discuss...

Notes on 4Q25 Results of Selected Stock-Traded Annuity Insurers

Fourth quarter annuity business results for publicly traded insurers we track regularly were mixed in our view, with some carriers even saying they purposely lowered sales in order to be disciplined and “not chase a...

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...

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...