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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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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...

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...

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…

A Discussion of a Popular RILA Strategy: Dual Direction

For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

Thinking a Bit – About Current RILA Buyer Preferences

Lately we have been contemplating what is drawing consumers to the registered index-linked annuity (RILA) – given its immense sales growth of the past few years – and recently we’ve gained some insights on that...

A RILA Product Pipeline Update – and Other Notable Things

We’ve said it often enough in these pages: that the registered index-linked annuity (RILA) side of the business has been humming with activity throughout the year and we don’t expect that to change anytime soon....

Some Notes on VA Rate Sheet Updates, and Other Filings

In this report we’ll once again get up to speed with developments along the variable annuity product pipeline, putting a special emphasis on benefit rate sheet updates, which we believe are in response to very...