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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 August, 2023

In August we identified no new variable portfolio registrations, as is usual for the summertime, but we did see a good amount of filing activity related to new share classes, sub-advisory adjustments and defined outcome...

More Thoughts on Sales Trends – and Notes on Product Filings

In this report we’ll share some of our thoughts on final second quarter annuity sales numbers – as LIMRA released them not long ago – and also have some commentary on happenings from the annuity...

A Random Discussion of Various Annuity Market Themes

At present we are in a reflective mood, given that earnings season for insurance companies has concluded and we are waiting for LIMRA to release final sales numbers for the second quarter. This is not...

An Update on Notable Filings from the VA Product Pipeline

Lately it seems that each week we see product filings and related developments we need to weigh in on, and we would attribute that to the kind of competitive conditions we are in, due to...

Thoughts on the Business in Q2 – Based on Preliminary Data

Earlier this week LIMRA came out with preliminary annuity industry sales data for the second quarter, and in this commentary we will give our take on the numbers and what they might portend moving forward…

Notes on Filings of Traditional VAs, RILAs and a New CDA

In recent weeks we have seen activity pick up along the annuity product pipeline, and in this report we will discuss some of the more notable happenings: the registration of a new contingent deferred annuity...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This spreadsheet contains two sections: one with contractual VA product changes, the other a version of our rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

An Update on Notable VA Changes and Benefit Rate Sheets

In this report we will get caught up with changes and modifications insurers have been making this year to their traditional variable annuities and registered index-linked annuities (RILAs)…

Touching on Developments in RILAs and Indexed Annuities

Lately we have seen some interesting filings related to registered index-linked annuities (RILAs) which should impact competitive conditions on that side of the market and in this report we will cover them, and also touch...