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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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Random Annuity Industry Thoughts – as Q4 Gets Underway

We are starting to think that the annuity business will finish on a strong note this year, because rising interest rates are allowing insurers to offer very attractive crediting rates, index caps and bonuses, such...

More Notes on Q2 Sales – Now That Numbers are Official

Not long ago, LIMRA and WINK, Inc. issued final annuity sales data for the second quarter, and both sets of numbers, despite their differences, pointed to strong performance by the industry, and to us, indicated...

Can Rich Bonuses Fuel a Fixed-Indexed Annuity Resurgence?

This week we thought it would be a great time to weigh in on the indexed annuity market and, while taking a brief scan through various contract and feature types, discovered much has been going...

Notes on 2Q26 Results of Selected Stock-Traded Annuity Insurers

Second quarter annuity business results for most of the publicly traded insurers we track regularly were strong, in our view, indicative of the positive momentum the industry has been sustaining of late…

Our Customary Early Thoughts – on 2Q26 Preliminary Sales Numbers

Not long ago, LIMRA released preliminary second quarter annuity sales figures – rather earlier than expected in our view – and in this commentary we will give our perspective on the numbers…

“Torn From the Headlines” – Notes from the Annuity News Cycle

This week, rather than delve into more annuity filings – as we are surely known to do – we will provide some thoughts on recent industry news stories, with a view to provide a unique...

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…