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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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Registered Index-Linked Annuities
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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...

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet commences 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...

An Update on Notable VA Changes and Related Developments

In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…

On RILAs in the Pipeline and Other Variable Annuity Developments

Already this year we have devoted a few of our weekly commentaries to developments related to registered index-linked annuities (RILAs) but so much has been going on with those products of late that we need...

Notes on 4Q23 Results of Selected Stock-Traded Annuity Insurers

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...

Discussing New RILA Filings from Early 2024 – and Related Things

In this report we’ll delve into noteworthy filings from the beginning of the year involving registered index-linked annuities (RILAs), which we think provide evidence that the traction this product type generated last year will persist...

Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2023

This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2023. The table covers eight contracts…