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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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Reviewing Variable Insurance Fund Filings from June, 2022

In June we saw a considerable amount of sub-advisory replacement activity, as well as various other changes occurring within variable portfolios, which we endeavored to capture to the best of our ability in this report....

Notes on Registered Index-Linked Annuity (RILA) Competition

Since we get the feeling that due to rising interest rates, registered index-linked annuities will be encountering stiffer competition from other annuities, we figured now would be a great time to get caught up on...

An Update – on a Growing Fixed-Indexed Annuity Market

To follow up on our last commentary, just like their brethren are doing on the variable annuity side with their benefit rate sheets, fixed-indexed annuity (FIA) carriers are taking advantage of rising interest rates to...

On Rate Sheets – Rising Rates Help Insurers Enhance Their Benefits

Now that the second quarter is nearly over, we figured it would be a good time to get caught up with trends in variable annuity guaranteed living benefit (GLB) rate sheets, especially since insurers have...

Reviewing Variable Insurance Fund Filings from May, 2022

In May we saw an increase in variable portfolio registrations, quite a few of them of defined outcome portfolios, which in our view are gaining favor because they have downside protection features similar to registered...

Covering Filings of New VA Contracts and Living Benefit Riders

Now that the year is nearly half over, we thought it would be a great time to get caught up with new variable annuities and guaranteed living benefits (GLBs) that have been registered with the...

Shining a Spotlight – on The Growth of ESG Portfolios in the Market

Anyone who follows the financial markets knows that Environmental, Social and Governance (ESG) investing is one of the hottest topics out there; our objective in this report is to show how this theme has steadily...

Growth in Q1 Sales of Indexed Annuities Sustained the Industry

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

Reviewing Variable Insurance Fund Filings from April, 2022

In April we saw just a few new variable portfolio registrations and a rather mild degree of filings overall. Most filings in the month were related to changes to investment platforms…