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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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Wrapping Up Coverage of Defined Outcome Portfolios for 2022

Over the last quarter of 2022, the number of variable defined outcome portfolios in the industry continued to grow substantially, as did their assets under management. In this report we will conclude our reporting on...

Update: Variable ESG Portfolios

This spreadsheet concludes our coverage of variable Environmental, Social and Governance (ESG) portfolios for 2022; at year end we counted 28 portfolios in operation, which held nearly $6.8 billion in assets…

Reviewing Variable Insurance Fund Filings from March, 2023

This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes some observations on trends in Environmental, Social and Governance (ESG) portfolios, citing data through the end of...

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2023

This spreadsheet commences our 2023 coverage of variable annuity rate sheet updates that involve noteworthy changes from the prior sheet as well as new benefit launches and closures; so far this year we have seen...

Commencing Coverage of VA Benefit Rate Sheet Updates in 2023

As our readers surely know by now, the majority of variable annuity living benefits these days have elements that can be changed periodically via rate sheet. For this reason, we have endeavored to keep track...

Various Thoughts on Annuity Sales Trends, Now That Q1 is Over

Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...

Another VA Filing Update – Mostly About RILAs and Rate Sheets

It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...

Reviewing Variable Insurance Fund Filings from February, 2023

It is usually the case that numerous new variable portfolios are registered in February – in order for them to be added to prospectuses during the May update period – and that pattern held true...

Notes on Recent VA Filings – Related to RILAs and Rate Sheets

It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...