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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 October, 2021

Lately we’ve been reporting on how Environmental, Social, and Corporate Governance (ESG) investing is steadily becoming more prevalent in our industry, and last month that trend continued, as we saw another new ESG portfolio and...

Random Thoughts on Q3 Industry Sales, and Related Topics

Not long ago, LIMRA released preliminary third quarter annuity industry sales data that indicate in-favor products like registered index-linked annuities (RILAs) are continuing their record-breaking pace, while conditions are slowly improving for other product types....

An Update on New VA Contracts, Living Benefits and More

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

Reviewing Variable Insurance Fund Filings from September, 2021

Last month we saw further evidence that Environmental, Social, and Corporate Governance (ESG) portfolios are migrating into the variable fund space, as a new one was filed with the SEC, and several existing portfolios modified...

Notes on Recently-Launched Annuities – and Others on the Way

Even though registered index-linked annuities (RILAs) have been stealing the spotlight of late – not to mention market share – that doesn’t mean that insurers haven’t been working on more traditional annuity concepts. In this...

On a New York RILA from Allianz Life – and a MetLife Buyout

In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...

A Few Thoughts on VA Spinoffs – and Notable Product News

For more than a decade, the U.S. variable annuity business has been in de-risking mode, and this process has taken many forms. Early on, much of the activity involved product redesign. The most recent manifestations...

Reviewing Variable Insurance Fund Filings from August, 2021

We saw a number of interesting variable fund registrations last month – including a new series of defined outcome portfolios – along with a healthy amount of changes made to insurers’ investment platforms. We’ll discuss...

The Latest – on New Variable Annuity Contract Launches

In our view, activity along the variable annuity product pipeline continues to be lively, and in this report we’ll cover new contracts that, based on our reading of regulatory filings, have launched or are close...