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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...

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the third quarter of last year; at quarter’s end we counted 28 portfolios in operation, which held almost $6.45 billion in...

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...

Update: Variable Defined Outcome Portfolios

This spreadsheet updates our coverage of variable defined outcome portfolios, and they continued to grow in number rapidly over the third quarter of 2022; during the quarter 19 new portfolios started reporting assets. At 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...

Update: Notable VA Benefit Rate Sheet Changes in 2022

This spreadsheet concludes our 2022 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet as well as new benefit launches and closures; towards the end of the year we...

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...