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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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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...

An Update on Variable ESG and Defined Outcome Portfolios

In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...

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...

Catching Up With Happenings Along the VA Product Pipeline

In this report we will get caught up with noteworthy filings related to traditional variable annuities and registered index-linked annuities (RILAs) that have come through in recent weeks. While the volume of filings is well...

Notes on 1Q23 Results of Selected Stock-Traded Annuity Insurers

Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group.  For most of them, annuity sales reflected trends in the...

Various Thoughts on Sales Trends and Product Pipeline Activity

In our view, industry sales trends of last year are continuing into this one, the upshot being that investors are still flocking to fixed annuities for their relative safety during a time of stock market...

Various Thoughts on Annuity Sales Trends, Now That Q1 is Over

Final year-end 2022 annuity sales figures from LIMRA may have been out for some time now, but we have not yet weighed in on them, so in this commentary we will share what we think...