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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…

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...

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...

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...

Update: Summaries of New Traditional Variable Annuities filed in 2025

This table is our final update to our coverage of new traditional variable annuities filed with the SEC in 2025. The table covers two contracts…

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...