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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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Update: Variable ESG Portfolios

This spreadsheet contains our coverage of variable Environmental, Social and Governance (ESG) portfolios for the first quarter of 2023; at quarter end we counted 28 portfolios in operation, which held $7 billion in assets…

Update: Variable Defined Outcome Portfolios

This spreadsheet contains our coverage of variable defined outcome portfolios for the first quarter of 2023; during the quarter seven portfolios began reporting assets. At quarter’s end we counted 116 portfolios in operation which held...

An Update on Variable ESG and Defined Outcome Portfolios

In this report we’ll get caught up with two types of variable portfolios: those that are “defined outcome” in nature – in that they protect investors against a portion of investment losses – and those...

Update: Notable VA and Benefit Rate Sheet Changes in 2023

This spreadsheet contains two sections: one with contractual VA product changes, the other a version of our rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal benefits (GLWBs)…

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...