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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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Some Thoughts on Guardian’s New Fixed-Indexed Annuity

Last week we published a report that covered recent developments and trends in fixed indexed annuities (FIAs), not realizing that an important piece of news was about to hit, namely Guardian Life’s introduction of its...

An Outlook on the Fixed-Indexed Annuity Market for 2022

Last year, we started commenting more often on fixed-indexed annuities (FIAs), and we plan to build on those efforts this year. In the process we will try to put matters in perspective with broader trends...

An Update on VA Rate Sheet Trends from 2021 Into this Year

It is high time we provided our readers with fresh coverage of guaranteed living benefit (GLB) rate sheet trends, as we got in the habit of providing commentary on them last year. In this report...

Q4 Notes on Jackson Financial – and Recent Product Filings

This week we will conclude our thoughts on fourth quarter annuity sales for stock-traded insurers we track regularly with Jackson Financial Inc., which held its earnings call last week. We’ll also discuss some notable variable...

Q4 Earnings Review – Annuity Insurers Finished 2021 on a Strong Note

After reviewing fourth quarter annuity business results of publicly traded insurers we regularly track, we came away with the feeling that most continued the upward momentum they established in the prior quarter. All companies in...

Notes on Interesting New Annuity Products Filed in Early 2022

January is now behind us, and we are already seeing intriguing new annuities getting filed with the SEC, suggesting to us that 2022 will be very active in terms of product development. Trends we saw...

Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021

This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2021. The table lists 18 riders, inclusive of New York-specific versions…

Wrapping Up Coverage of Variable Annuity Product Filings from 2021

This report will be like one we published around this time last year, in which we’ll give our final thoughts on variable annuity product filings from 2021, a time we would characterize as relatively slow...

Thoughts on an Annuity With Some Unique GLWB Provisions

We’ve said this often enough: our industry has an abundance of talented individuals constantly looking for ways to build annuities that address investor needs, as those needs always changing and evolving. In this report we’ll...