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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 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...

Thoughts on Current Challenges for the Annuity Business

We have to think most annuity insurers were optimistic as last year ended, as total sales were once again at record levels. Conditions proved near perfect for the industry, as rising interest rates and stock...

Random Notes From Annuity Product Filings of Late 2023

In this report we’ll cover an assortment of SEC filings, mostly containing changes to existing annuities, which came through towards the end of last year. Most had to do with registered index-linked annuities (RILAs), although...

The Year in Review: the Industry Sustained its Record Pace

It has been customary for us to devote our last commentary to an appraisal of the annuity business, as the year is drawing to a close, to help our readers start their process of evaluation...