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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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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...

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

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...

Reviewing Variable Insurance Fund Filings from May, 2024

In May, variable fund filing activity picked up nicely, with some interesting new registrations which we don’t expect to see this time of year. As usual there were various updates to existing offerings: managerial changes,...

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...

Weighing In on Relevant Topics of the Day for the Annuity Business

We are just beginning first quarter earnings season for annuity insurers and are eager to learn how companies performed – we suspect they did well – and in this report we will touch on topics...

Reviewing Variable Insurance Fund Filings from March, 2024

In March we saw some new variable portfolio registrations, however most filing activity had to do with managerial changes and other alterations to existing offerings…