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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 3Q23 Results of Selected Stock-Traded Annuity Insurers

Our coverage group of stock-traded insurers performed well in the third quarter we thought. As has been the case this year, fixed annuity carriers fared the best, although we saw some flashes of growth on...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This spreadsheet contains two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs); it is an update of a sheet we published...

Another Update on VA Product Changes and Benefit Rate Sheets

This report will be another installment in our periodic coverage of product change and rate sheet activity related to traditional variable annuities and registered index-linked annuities (RILAs)…

Reviewing Variable Insurance Fund Filings from October, 2023

Last month the pace of variable insurance fund filing activity picked up considerably, as several new registrations came through – including a brand-new trust – as well as numerous changes, mergers, liquidations and managerial replacements…

Some Thoughts After Perusing Q3 Preliminary Sales Numbers

Not long ago, LIMRA released preliminary annuity industry sales numbers for the third quarter, which indicated that we are on pace to set a new annual record; moreover, we think the data revealed some interesting...

A Filing Assortment: New RILAs, Rate Sheet Changes and More

We took a thorough look through the annuity filing pipeline and discovered we are overdue for an update, so in this commentary we will touch on some registrations of registered index-linked annuities (RILAs) from insurers...

Reviewing Variable Insurance Fund Filings from September, 2023

Usually in September variable fund filing activity is relatively moderate, but this time it picked up, as we saw an assortment of moves: a new registration, the planned replacement of a large number of funds...

Scattered Thoughts on the Annuity Business in Early Q4

We have just finished the first two weeks of the fourth quarter, therefore we think it’s a good time to take a quick look back at the prior quarter, make note of some recent product...

An Update on the Registered Index-Linked Annuity Market

In this report we’ll get caught up with the latest developments in registered index-linked annuities (RILAs) as that side of the market has been a very lively one this year, to say the least…