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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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Variable annuities
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Notes on Interesting New Annuities from Allianz and New York Life

So far this year this year we’ve seen much innovation related to registered index-linked annuities (RILAs), since their sales are sizzling, however we see other product types that have potential for growth over the near...

Covering Notable Rate Sheet Updates – and Another Buyout

It’s been two months since we provided our readers with an overview of guaranteed living benefit (GLB) rate sheet trends, so in this report we’ll get caught up with the latest developments on that front,...

Newer Products Blur Distinctions Between RILAs, Other Annuities

Lately the surging sales of registered index-linked annuities (RILAs) have led insurers and other financial firms to join the bandwagon and come up with variations on them. We’re not sure whether all these new designs...

An Outlook on the Summer 2021 Variable Annuity Product Pipeline

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...

Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Summaries of New VA Contracts Registered With the SEC in 2021

This table commences our coverage of new variable annuity contracts filed with the SEC in 2021 and contains summaries of 13 new host contracts…

Covering Filings of VA Contracts and GLWBs – and a New RILA

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

Reviewing Variable Insurance Fund Filings from March, 2021

In this report we’ll cover variable insurance fund developments from last month. While we saw a reduction in the rate of filing activity, some notable things occurred, such as the registration of a new defined...

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...