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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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Registered Index-Linked Annuities
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Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2022

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of eight new registrations that have been filed in 2022…

Recent Developments in Registered Index-Linked Annuities (RILAs)

In recent weeks we’ve seen a spate of filings related to registered index-linked annuities (RILAs), which in our view suggest that competition is heating up on that side of the market and those conditions will,...

Update: Summaries of New VA Contracts Registered With the SEC in 2022

This table updates our coverage of new variable annuity contracts registered with the SEC so far this year and contains summaries of 15 products, inclusive of New York-specific versions…

More Notes on VA Contract and Rider Filings, and Related Issues

This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...

Catching Up With Filings of Contracts, Benefits, Notable Changes

In this commentary we will cover a variety of notable annuity filings from the fairly recent past, including some brand-new contract registrations and benefits as well as amendments to products in the pipeline…

On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

Random Thoughts About Current Conditions in the Industry

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table updates our coverage of registered index-linked annuities (RILAs); it contains summaries of 60 products we identify as being currently for sale, as well as four new registrations that have been filed in 2022…

Thoughts on the Annuity Value Proposition as Q2 Results Come In

As we write this, second quarter earnings season for insurers is well underway and, by most accounts, we can look forward to very positive news from most players, as early indications are that sales of...