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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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Notes on 4Q22 Results of Selected Stock-Traded Annuity Insurers

In this report we will wrap up our coverage of 2022 annuity business results for stock-traded insurers we track, drawing, as we usually do, on quarterly financial statements and earnings calls.  As we expected, those...

Reviewing Variable Insurance Fund Filings from January, 2023

As was the case the previous month, January activity on the variable fund front was rather brisk, as there were a number of new registrations, several in the bond category. There were also plenty of...

Covering Notable Variable Annuity Filings From Early 2023

Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of the...

An Update on Variable Defined Outcome Portfolios Through 3Q22

Due to their rapid growth in a relatively short period of time, it has been a challenge keeping up with developments in variable defined outcome portfolios, and in this report we will update our coverage...

Reviewing VA Rate Sheet Trends from 2022, and Related Matters

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

Reviewing Variable Insurance Fund Filings from December, 2022

We found December variable fund filing activity to be lively, as we saw some new registrations that will be used in a unique reorganization effort, plenty of developments related to defined outcome portfolios, plus assorted...

Concluding Coverage of Variable Annuity Product Filings from 2022

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

More Fixed Annuity Thoughts on Our Minds, as the Year Begins

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...

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...