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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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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...

Notes on 4Q22 Results of Selected Stock-Traded Annuity Insurers

In this report we will wrap up our coverage of 2022 annuity business results for stock-traded insurers we track, drawing, as we usually do, on quarterly financial statements and earnings calls.  As we expected, those...

Covering Notable Variable Annuity Filings From Early 2023

Around this time last year, we provided our subscribers with a digest of variable annuity filings that came through up to that point, and we will do so again here, noting that some of 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…

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...

The U.S. Annuity Business In 2022 – Looking at a New Sales Record

In this, our last commentary of the year, we will give our thoughts on how the U.S. annuity business performed in 2022, based on sales and other data we have to date. It is admittedly...

Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

VA Insurers Keep Making Enhancements Through Rate Sheet Updates

This year one of our goals was to keep a close eye on guaranteed living benefit (GLB) rate sheet changes, because we thought they would provide great clues as to how product competition would shake...

More Notes on VA Contract and Rider Filings, and Related Issues

This brief report will follow up on our coverage of activity along the variable annuity product pipeline and get our readers caught up with new contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the...