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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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A RILA Product Pipeline Update – and Other Notable Things

We’ve said it often enough in these pages: that the registered index-linked annuity (RILA) side of the business has been humming with activity throughout the year and we don’t expect that to change anytime soon....

Reviewing Variable Insurance Fund Filings from August, 2024

August was quite an active month on the variable fund front: in addition to some new registrations we saw a host of changes from some major insurers, some of whom are conducting large-scale consolidations…

Some Notes on VA Rate Sheet Updates, and Other Filings

In this report we’ll once again get up to speed with developments along the variable annuity product pipeline, putting a special emphasis on benefit rate sheet updates, which we believe are in response to very...

Various Thoughts – on 2Q24 Annuity Industry Sales

A few months ago, we published a report when LIMRA released final annuity industry sales for the first quarter and we will do so again this time, as 2Q24 numbers came out not long ago…

Reviewing Variable Insurance Fund Filings from July, 2024

In July we saw a few variable portfolio registrations come through, but as usual, most developments from filings were related to changes and modifications to investment platforms…

Notes on 2Q24 Results of Selected Stock-Traded Annuity Insurers

Like the prior quarter, stock-traded insurers who sell registered index-linked annuities (RILAs) reported strong results in Q2, while fixed annuities were another matter – a few experienced a sales boom, while others had severe decreases…

An Industry Outlook in Light of Q2 Preliminary Sales Data

Not long ago, LIMRA released preliminary second quarter annuity industry sales data, which revealed – as we expected – a very strong growth rate although not across all product types. In this report we’ll provide...

Update: Variable ESG Portfolios

This spreadsheet updates our coverage of variable Environmental, Social and Governance (ESG) portfolios through the first quarter of 2024; at quarter end we counted 28 portfolios in operation, which held nearly $8.2 billion in assets…

An Update on Variable Socially-Responsible (ESG) Portfolios

In this report we’ll get caught up with variable Environmental, Social and Governance (ESG) portfolios, as we consider them a subset of the industry that bears watching. Their assets have been growing modestly in recent...