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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 December, 2024

Variable fund filing activity was pretty substantial in December, with new registrations, new share classes and an assortment of changes. A good number of the latter are to take place this year…

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...

Reviewing Variable Insurance Fund Filings from November, 2024

This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes an update on Environmental, Social and Governance (ESG) portfolios, citing data through the end of the third...

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...

Notes on 3Q24 Results of Selected Stock-Traded Annuity Insurers

Third quarter annuity sales were up nicely for most of the publicly-traded insurers we cover regularly, as conditions continue to be very favorable for fixed, indexed and registered-index linked annuities (RILAs), although traditional VAs had...

Reviewing Variable Insurance Fund Filings from October, 2024

Variable portfolio filing activity picked up in October as there were multiple registrations, some of them connected to large-scale reorganizations that have been a trend in the industry of late…

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…