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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 June, 2021

In June we were surprised to see a bumper crop of variable fund registrations, nearly all of them defined outcome portfolios, which have protective features found on registered index-linked annuities (RILAs). This yet more evidence...

Covering Notable Rate Sheet Updates – and Another Buyout

It’s been two months since we provided our readers with an overview of guaranteed living benefit (GLB) rate sheet trends, so in this report we’ll get caught up with the latest developments on that front,...

Newer Products Blur Distinctions Between RILAs, Other Annuities

Lately the surging sales of registered index-linked annuities (RILAs) have led insurers and other financial firms to join the bandwagon and come up with variations on them. We’re not sure whether all these new designs...

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...

Reviewing Variable Insurance Fund Filings from May, 2021

This report contains our regular coverage of noteworthy variable insurance fund filings from the prior month, a period where we saw an uptick in new registrations, which, not surprisingly, were of in-favor fund categories and...

An Outlook on the Summer 2021 Variable Annuity Product Pipeline

Variable annuity filing activity tends to slow down during the summer, however this year we expect things to be a bit different. A good number of insurers have not weighed in with certain in-favor products,...

Reviewing Variable Insurance Fund Filings from April, 2021

Variable insurance fund filing activity last month was moderate, in our view, but typical of the time of year, because new funds tend to be registered by February at the latest, in order to be...

Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Noteworthy VA Benefit Rate Sheet Updates, Through Early May

At present, variable annuity insurers who want to be at the top of the sales leaderboard must pull off a bit of a balancing act in our view: they must sell guaranteed living benefits (GLBs)...