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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 VA Changes and Benefit Rate Sheets

In this report we will get caught up with changes and modifications insurers have been making this year to their traditional variable annuities and registered index-linked annuities (RILAs)…

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...

Initial Coverage: Notable VA Benefit Rate Sheet Changes in 2023

This spreadsheet commences our 2023 coverage of variable annuity rate sheet updates that involve noteworthy changes from the prior sheet as well as new benefit launches and closures; so far this year we have seen...

Commencing Coverage of VA Benefit Rate Sheet Updates in 2023

As our readers surely know by now, the majority of variable annuity living benefits these days have elements that can be changed periodically via rate sheet. For this reason, we have endeavored to keep track...

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...

Another VA Filing Update – Mostly About RILAs and Rate Sheets

It wasn’t that long ago that we provided our readers with a digest of filings from the variable annuity product pipeline, however now we feel the need to provide another one as much as happened...

Notes on Recent VA Filings – Related to RILAs and Rate Sheets

It’s about time we provided our subscribers with an update on the variable annuity product pipeline: not surprisingly, most recent activity has involved registered index-linked annuities (RILAs) and guaranteed living benefit rate sheets and the...