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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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Reflecting on Innovation in the Indexed Annuity Space

Over time we have seen indexed annuity carriers introduce features that expand upon existing strategies or mimic those of registered index-linked annuities (RILAs), such that there is evidence that ideas are being shared between those...

Thinking About the Relative Attractiveness of Annuity Products

Since last week we provided a filing update, and third quarter sales data are far from being released – even the preliminaries – we will switch gears and take a few moments to reflect on...

Various Changes Carriers Have on Tap – for Q4 and Onward

Lately we’ve turned our attention back to the SEC filing pipeline and uncovered a variety of changes insurers have in store for late this year and early next, a good number of them involving enhancements...

Reviewing Variable Insurance Fund Filings from September, 2026

The prevailing trends in variable fund filing activity this year continued last month, consisting mostly of mergers and reorganizations, reclassifications of existing portfolios to non-diversified status, and an assortment of tweaks to fees and expenses…

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...

An Update on the Registered Index-Linked Annuity Pipeline

The registered index-linked annuity (RILA) market may be maturing, but that does not mean its sales momentum has been slowing very much, if at all. Barring any major miscues or changes in investor sentiment we...

Reviewing Variable Insurance Fund Filings from August, 2026

Last month, activity along the variable fund filing pipeline was steady, not a torrent: of particular note were a few new registrations and potential changes to existing portfolios related to upcoming merger and acquisition deals...

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...