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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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Covering Notable Variable Annuity Filings From Early 2025

Usually, this time of year we provide our readers with a digest of early-year filings related to traditional variable annuities and registered index-linked annuities (RILAs). In our view, January pipeline activity was relatively slow, perhaps...

A Wrap-up of VA and RILA Product Filing Activity for 2024

In looking back at the filing pipeline of 2024 – focusing, as we usually do, on traditional variable annuities and registered index-linked annuities (RILAs) – we have to say that activity was brisk and reflected...

The Year 2024 in Review: The Upward Momentum Continued

As of this writing, annuity industry sales for 2024 were on pace for another record – this despite a falling interest rate environment – leading us to wonder if there’s “nowhere to go but up.”...

Notes on Registered Index-Linked Annuities Filed in 2024

In this report we’ll get current with recent developments in registered index-linked annuities (RILAs), covering products in the filing stage which have not yet been launched and delving into some details we have not yet...

More Q3 Thoughts – on Industry Competitive Conditions

In this report we’ll delve a bit more into the LIMRA annuity industry sales figures for the third quarter, focusing on two product types that have great traction, namely fixed-index annuities (FIAs) and registered index-linked...

Another Update on VA Product Changes and Benefit Rate Sheets

In this report we will get up to date with our coverage of traditional variable annuity and registered index-linked annuity (RILA) product changes…

A Discussion of a Popular RILA Strategy: Dual Direction

For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

Thinking a Bit – About Current RILA Buyer Preferences

Lately we have been contemplating what is drawing consumers to the registered index-linked annuity (RILA) – given its immense sales growth of the past few years – and recently we’ve gained some insights on that...

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....