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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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Q1 Earnings Review – Annuity Sales Improved For Some Insurers

For most of the public insurers we regularly track, annuity gross sales improved in the first quarter, building on momentum the industry generated over the latter part of 2020. Net flows for several carriers were...

Update: Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet continues our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 56 changes…

Noteworthy VA Benefit Rate Sheet Updates, Through Early May

At present, variable annuity insurers who want to be at the top of the sales leaderboard must pull off a bit of a balancing act in our view: they must sell guaranteed living benefits (GLBs)...

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

This table commences our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2021 and contains summaries of 10 riders…

Reviewing Recent Filings – Containing RILAs, CDAs and GLWBs

In this commentary we’ll get caught up with product filing activity of recent months, in which we saw plenty of new concepts entering the pipeline – most of them related to registered index-linked annuities (RILAs),...

Some Springtime Storylines for the U.S. Annuity Business in 2021

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

Notable VA Benefit Rate Sheet Changes in 2021

This spreadsheet will start our 2021 coverage of variable annuity rate sheet updates that involved noteworthy changes from the prior sheet; it contains 16 entries…

Commencing Our 2021 Tracking – of VA Benefit Rate Sheet Changes

Since it’s become ever more common for insurers to design variable annuity benefits with components that can be changed periodically via rate sheet, we now consider the monitoring of such benefits as one of the...

The Year 2020 Was Fraught With Challenges for Annuity Insurers

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...