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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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Benefit buyback programs
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A Word About MetLife’s Recent VA Benefit Exchange Filings

Earlier this month, MetLife filed to offer owners of vintage guaranteed minimum income benefits (GMIBs) an incentive to trade them in for a fixed annuity, a risk reduction move the likes of which we have...

Notes on 2Q23 Results of Selected Stock-Traded Annuity Insurers

In this, our quarterly review of annuity business results for stock-traded insurers we monitor, we have much to discuss. The second quarter was marked by increased sales – mostly on the fixed side – but...

Growth in Q1 Sales of Indexed Annuities Sustained the Industry

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...

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...

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...

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

Q3 Earnings Review – Most Insurers Reported Improved Annuity Sales

For the most part, third quarter annuity business results of publicly traded insurers we regularly track reflected the experience of the industry as a whole, which posted improved sales year to date…

An Update on New VA Contracts, Living Benefits and More

Activity along the variable annuity product pipeline has been steady of late, and we think this is a sign that insurers have some optimism for the coming months. We continue to see new and upgraded...

On a New York RILA from Allianz Life – and a MetLife Buyout

In this report we’ll cover the registration of a new registered index-linked annuity (RILA) from Allianz built for sale in New York, as well as a guaranteed living benefit (GLB) buyback program filed recently by...