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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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Summaries of RILA Dual Direction Strategies in 2025

This table contains summaries of 21 registered index-linked annuity (RILA) strategies we have determined to be based on the Dual Direction concept, which, under certain circumstances, can turn index losses into gains…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet continues our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2025

This table contains our first coverage of new registered index-linked annuities (RILAs) filed with the SEC in 2025. The table covers 10 contracts…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the first quarter of 2025. At quarter’s end we counted 23 portfolios in operation which held nearly $528 million in assets…

Notable VA and Benefit Rate Sheet Changes in 2025

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Update: Variable ESG Portfolios

This spreadsheet is our final 2024 update to our coverage of variable Environmental, Social and Governance (ESG) portfolios; at the close of the fourth quarter we counted 27 portfolios in operation, which held $8.1 billion...

Update: Variable Defined Outcome Portfolios

This spreadsheet concludes our coverage of variable defined outcome portfolios for 2024. At year’s end we counted 23 portfolios in operation which held $515.4 million in assets…

Update: Summaries of New Traditional Variable Annuities filed in 2024

This table is our final update of new traditional variable annuities filed with the SEC in 2024. The table covers six contracts…

Notable VA and Benefit Rate Sheet Changes in 2024

This is the final 2024 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…