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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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The U.S. Annuity Business In 2022 – Looking at a New Sales Record

In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...

Reviewing Variable Insurance Fund Filings from November, 2022

In November we saw just one new variable fund registration, while the rest of the filing activity that month was moderate and concentrated largely on manager replacements and investment platform consolidation. In this report we...

Update: Covering New RILA Registrations, and Other Developments

Although the year is winding down, there is still plenty of activity happening along the annuity product pipeline, and in this report we’ll discuss some developments related to registered index-linked annuities (RILAs) – including two...

Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

Reviewing Variable Insurance Fund Filings from October, 2022

This report contains our coverage of noteworthy variable fund filings from October – during the month we saw several new registrations along with the usual run of changes to investment platforms. As has been the...

VA Insurers Keep Making Enhancements Through Rate Sheet Updates

This year one of our goals was to keep a close eye on guaranteed living benefit (GLB) rate sheet changes, because we thought they would provide great clues as to how product competition would shake...

Thoughts on Rates, RILAs – and Related Considerations

Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...

Reviewing Variable Insurance Fund Filings from September, 2022

While fewer variable fund filings tend to come through in late summer and early fall compared to other months of the year, this September was pretty active, in our view. In this report we’ll offer...

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,...