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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 January, 2022

In terms of variable fund filing activity, the New Year started on a strong note, as we saw some interesting new registrations, numerous managerial changes, and consolidations of insurers’ sub-account platforms in January…

Notes on Interesting New Annuity Products Filed in Early 2022

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

Wrapping Up Coverage of Variable Annuity Product Filings from 2021

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Reviewing Variable Insurance Fund Filings from December, 2021

In December we saw the continuation of a trend in variable funds that has been picking up steam – the emergence of Environmental, Social, and Corporate Governance (ESG) investing – because during the month there...

Thoughts on an Annuity With Some Unique GLWB Provisions

We’ve said this often enough: our industry has an abundance of talented individuals constantly looking for ways to build annuities that address investor needs, as those needs always changing and evolving. In this report we’ll...

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

Reviewing Variable Insurance Fund Filings from November, 2021

Last month we did not identify any new variable fund registrations, but we did see more of a growing pattern we noted in our last fund report: the addition of Environmental, Social, and Corporate Governance...

A Roundup of VA Product Filing Activity of Recent Months

This report will be an overview of recent variable annuity product development activity that we have not covered yet in these pages. Even though the year is winding down, the industry is still coming up...

Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…