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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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Notes on Registered Index-Linked Annuities Filed in 2025

In this report we’ll cover recent developments related to registered index-linked annuities (RILAs): it’s a great time to get caught up with matters as there have been some new registrations and noteworthy changes to existing...

Reviewing Variable Insurance Fund Filings from June, 2025

In June there was an uptick in variable fund filing activity: we saw numerous managerial changes implemented by fund platforms, along with some interesting exemptive order requests filed with the SEC…

Pru’s Contingent Deferred Annuity – A Long Time in Coming

Prudential Financial released its first contingent deferred annuity (CDA) last week, and in this commentary we will give our thoughts on it and discuss how it was at least three years in the making…

An Update on Variable Defined Outcome Portfolios Through 1Q25

This first quarter, assets under management in variable defined outcome portfolios increased modestly; other than that, there were relatively few developments. In this report we will get caught up with our coverage of these portfolios…

Our Customary Thoughts – on LIMRA’s 1Q25 Sales Figures

Last week, LIMRA issued final first quarter sales data and in this commentary we will give our thoughts on those numbers, focusing mainly on deferred annuities…

Reviewing Variable Insurance Fund Filings from May, 2025

In May, the rate of variable fund filing activity was rather moderate, which is to be expected given the season, and the fact that most new offerings for the year have already been registered and...

An Update on Product Filing Activity and Related Considerations

In this report we’ll catch up with noteworthy annuity product filings from recent months and share some thoughts on how insurers’ moves may have influenced industry sales in the first quarter…

Notes on 1Q25 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly tended to be better than the prior-year quarter but down sequentially, which we think was to be expected. On several earnings calls carriers said...

Reviewing Variable Insurance Fund Filings from April, 2025

This April we did not identify any new variable portfolio registrations, rather most industry filing activity involved managerial changes…