subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Reports
All Reports Research
Sort By Topic
Select
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Wrapping Up Coverage of Defined Outcome Portfolios for 2023

Over the last quarter of 2023, the number of variable defined outcome portfolios in the industry declined considerably, as many ceased operations. In this report we will conclude our reporting on these portfolios for that...

Reviewing Variable Insurance Fund Filings from February, 2024

Usually during February we see an increase in new variable portfolio registrations, in preparation for their additions to investment platforms during the May prospectus update season. This time around things were fairly slow compared to...

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...

Notes on 4Q23 Results of Selected Stock-Traded Annuity Insurers

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...

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...

Reviewing Variable Insurance Fund Filings from January, 2024

The month of January contained some interesting developments on the variable fund front, including a few new registrations, the planned merger of some VIT funds into those offered by an insurer, and several large-scale rebrandings…

Discussing New RILA Filings from Early 2024 – and Related Things

In this report we’ll delve into noteworthy filings from the beginning of the year involving registered index-linked annuities (RILAs), which we think provide evidence that the traction this product type generated last year will persist...

Our Wrap-up of Annuity Filing Activity and Thoughts on 2023 Sales

Normally each January we wrap up our coverage of product filings from the prior year and in this commentary we will do that, and also give some context on preliminary 2023 sales numbers from LIMRA...

Reviewing Variable Insurance Fund Filings from December, 2023

In December we saw a few new portfolio registrations – even a new variable trust – which will no doubt launch sometime this year. There was also a fairly good number of managerial changes and...