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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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Update: Summaries of New Traditional Variable Annuities filed in 2025

This table is our final update to our coverage of new traditional variable annuities filed with the SEC in 2025. The table covers two contracts…

Notes on Early-Year 2026 Variable Annuity and RILA Filings

In our previous commentary we wrapped up our coverage of traditional variable annuity and registered index-linked annuity (RILA) filings from last year; this one will be equally “filing focused,” because some interesting things have come...

A Wrap-up of VA and RILA Product Filing Activity for 2025

This commentary will be a review of activity along the traditional variable annuity and registered index-linked annuity (RILA) filing pipelines last year. We have provided a report of this type to our readership over the...

Notable VA and Benefit Rate Sheet Changes in 2025

This is the final 2025 update to our spreadsheet containing two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

Reviewing Variable Insurance Fund Filings from December, 2025

In December, we saw a bumper crop of variable fund filings come through, ranging from new registrations to large-scale reworking of insurer investment platforms…

As the Year Begins: Thoughts and Questions on Our Minds

This report will more or less pick up from last week, in that we have more to share about the industry is doing at present; moreover, we thought it would be worthwhile to bring up...

The Year 2025 in Review: Another Sales Record is In Sight

This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

Update: Variable Defined Outcome Portfolios

This spreadsheet contains data on variable defined outcome portfolios through the second quarter of 2025. At quarter’s end we counted 21 portfolios in operation which held $547 million in assets…

Reviewing Variable Insurance Fund Filings from November, 2025

This report will contain our customary review of notable variable fund filings from November and provide a quick update on trends in defined outcome portfolios…