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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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Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on Notable VA Changes and Related Developments

In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…

On RILAs in the Pipeline and Other Variable Annuity Developments

Already this year we have devoted a few of our weekly commentaries to developments related to registered index-linked annuities (RILAs) but so much has been going on with those products of late that we need...

Our Wrap-up of Annuity Filing Activity and Thoughts on 2023 Sales

Normally each January we wrap up our coverage of product filings from the prior year and in this commentary we will do that, and also give some context on preliminary 2023 sales numbers from LIMRA...

Covering Some New Registered Index-Linked Annuity Registrations

This year we’ve had our hands full following developments related to registered index-linked annuities (RILAs), as that part of the market is: a) on pace to set a new annual sales record and b) highly...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This spreadsheet contains two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs); it is an update of a sheet we published...

Another Update on VA Product Changes and Benefit Rate Sheets

This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…

A Filing Assortment: New RILAs, Rate Sheet Changes and More

We took a thorough look through the annuity filing pipeline and discovered we are overdue for an update, so in this commentary we will touch on some registrations of registered index-linked annuities (RILAs) from insurers...

Scattered Thoughts on the Annuity Business in Early Q4

We have just finished the first two weeks of the fourth quarter, therefore we think it’s a good time to take a quick look back at the prior quarter, make note of some recent product...