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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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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...

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...

Some Thoughts on a Very Active Fixed-Index Annuity Pipeline

Lately we’ve started to cover fixed-index annuities (FIAs) more closely, and in so doing noticed that part of the market has been quite active in terms of product development, this despite a decline in sales...

Covering Filings of VA Contracts and GLWBs – and a New RILA

In this commentary we’ll get caught up with filings of new variable annuities, registered index-linked annuities (RILAs) and guaranteed lifetime withdrawal benefits (GLWBs) that have been submitted to the SEC recently. While taking stock of...

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

The Year 2020 Was Fraught With Challenges for Annuity Insurers

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

Catching Up Again – With VA Product and Rate Sheet Changes

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...

Wrapping Up Coverage of Variable Annuity Product Filings from 2019

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

Our Customary Quick Take on How the VA Industry Performed In 2019

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...