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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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An Update on Notable VA Changes and Benefit Rate Sheets

In this report we will get caught up with changes and modifications insurers have been making this year to their traditional variable annuities and registered index-linked annuities (RILAs)…

Reviewing Variable Insurance Fund Filings from May, 2023

In May we saw a moderate amount of variable fund filing activity: a few new registrations, a smattering of managerial changes, and more details on defined outcome portfolios that commenced operations. We will provide our...

Touching on Developments in RILAs and Indexed Annuities

Lately we have seen some interesting filings related to registered index-linked annuities (RILAs) which should impact competitive conditions on that side of the market and in this report we will cover them, and also touch...

Catching Up With Happenings Along the VA Product Pipeline

In this report we will get caught up with noteworthy filings related to traditional variable annuities and registered index-linked annuities (RILAs) that have come through in recent weeks. While the volume of filings is well...

Notes on 1Q23 Results of Selected Stock-Traded Annuity Insurers

Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group.  For most of them, annuity sales reflected trends in the...

Reviewing Variable Insurance Fund Filings from April, 2023

This commentary contains our coverage of noteworthy variable fund news from April, a time which was relatively slow in terms of filing activity, although there were a few significant developments…

Various Thoughts on Sales Trends and Product Pipeline Activity

In our view, industry sales trends of last year are continuing into this one, the upshot being that investors are still flocking to fixed annuities for their relative safety during a time of stock market...

Wrapping Up Coverage of Defined Outcome Portfolios for 2022

Over the last quarter of 2022, the number of variable defined outcome portfolios in the industry continued to grow substantially, as did their assets under management. In this report we will conclude our reporting on...

Reviewing Variable Insurance Fund Filings from March, 2023

This commentary contains our customary coverage of noteworthy variable fund filings from the prior month, and also includes some observations on trends in Environmental, Social and Governance (ESG) portfolios, citing data through the end of...