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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 Registered Index-Linked Annuities – and Other Things

In this report we will weigh in once again on registered index-linked annuities (RILAs) because lately we have seen some product moves to make note of; that said we’ll also cover some developments in traditional...

Sharing Our Suspicions About 2Q24 Annuity Industry Sales

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet updates our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

Catching Up – With Notable Recent Annuity Filing Activity

In this report we’ll get up to speed with the annuity product pipeline: as expected, much has been happening in the registered index-linked annuity (RILA) space however there have also been some interesting developments related...

Notes on 1Q24 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for stock-traded insurers we monitor regularly were, in our view, a mixed bag, as some reported increased production – often thanks to their registered index-linked annuities (RILAs) – while those with...

Notable VA and Benefit Rate Sheet Changes in 2024

This spreadsheet commences our coverage of VA product change activity this year and has two sections: one with contractual VA product changes, the other a rate sheet tracker, mostly covering changes to guaranteed lifetime withdrawal...

An Update on Notable VA Changes and Related Developments

In this report we’ll get started with coverage of noteworthy changes made to traditional variable annuities and registered index-linked annuities (RILAs) so far this year, along with tracking of rate sheet updates…

On RILAs in the Pipeline and Other Variable Annuity Developments

Already this year we have devoted a few of our weekly commentaries to developments related to registered index-linked annuities (RILAs) but so much has been going on with those products of late that we need...

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...