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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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Registered Index-Linked Annuities
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An Update on Variable Socially-Responsible (ESG) Portfolios

In this report we’ll get caught up with variable Environmental, Social and Governance (ESG) portfolios, as we consider them a subset of the industry that bears watching. Their assets have been growing modestly in recent...

Notes on Registered Index-Linked Annuities – and Other Things

In this report we will weigh in once again on registered index-linked annuities (RILAs) because lately we have seen some product moves to make note of; that said we’ll also cover some developments in traditional...

Update: Summaries of Registered Index-Linked Annuities (RILAs)

This table provides coverage of registered index-linked annuities (RILAs) which are either currently for sale or may be closed but are still mentioned on insurance company websites; it contains summaries of 66 products…

Sharing Our Suspicions About 2Q24 Annuity Industry Sales

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

Random Thoughts on Current Conditions in the RILA Space

This report will follow up on the previous one in that we will comment some more on registered index-linked annuities (RILAs) space since there seems to be a continuous stream of new products, features and...

Catching Up – With Notable Recent Annuity Filing Activity

In this report we’ll get up to speed with the annuity product pipeline: as expected, much has been happening in the registered index-linked annuity (RILA) space however there have also been some interesting developments related...

Some Casual Thoughts – on 1Q24 Annuity Sales Figures

We are sure by now that our readers have seen final first quarter sales data from LIMRA, still, we figured we would weigh in with our thoughts on the numbers as we think some interesting...

Reviewing Variable Insurance Fund Filings from April, 2024

April was a slow month for variable fund filings so in this report, in addition to our coverage of notable developments on that front, we will also touch briefly on new strategies recently introduced by...

Notes on 1Q24 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for stock-traded insurers we monitor regularly were, in our view, a mixed bag, as some reported increased production – often thanks to their registered index-linked annuities (RILAs) – while those with...