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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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Thinking Aloud: About Conditions in the Annuity Business

In these pages we have already weighed in with thoughts on how annuity sales in 2025 might finish up – in expectation of final numbers not yet released by LIMRA – but, since we don’t...

Notes on Early-Year 2026 Variable Annuity and RILA Filings

In our previous commentary we wrapped up our coverage of traditional variable annuity and registered index-linked annuity (RILA) filings from last year; this one will be equally “filing focused,” because some interesting things have come...

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...

As the Year Begins: Thoughts and Questions on Our Minds

This report will more or less pick up from last week, in that we have more to share about the industry is doing at present; moreover, we thought it would be worthwhile to bring up...

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...

It’s Time to Weigh in: on LIMRA’s 3Q25 Annuity Sales Figures

LIMRA issued final third quarter annuity sales data not long ago, which revealed industry sales rose sequentially to a new quarterly sales record…

Notes on Late-Year Variable Annuity and RILA Product Filings

After reviewing annuity product filings from last month, we concluded that industry players are moving in different directions: some are coming out with new products and ideas, others are scaling back rather significantly. Most of...

Notes on 3Q25 Results of Selected Stock-Traded Annuity Insurers

We thought third quarter annuity business results for publicly traded insurers we track regularly were pretty strong, as the rise in the stock market fueled account value growth and sales in some product lines, in...

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...