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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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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...

Reviewing VA Rate Sheet Trends from 2022, and Related Matters

In a recent report we said we would provide an overview of noteworthy variable annuity rate sheet changes from last year, so this week we are making good on that promise…

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2022

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2022. The table lists nine riders…

Concluding Coverage of Variable Annuity Product Filings from 2022

Reports like this one are becoming a staple of ours for the start of each year and we hope to provide many more of them in the future: it is our final review of variable...

More Fixed Annuity Thoughts on Our Minds, as the Year Begins

Every time we finish a year-in-review commentary, like the one we published last week, we find there are additional topics we could have covered, or instances where we could have provided more color – such...