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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.

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…

A Summer Reflection – On Current Conditions in the VA Business

As second quarter earnings season has gotten underway, in this commentary we’ll provide a few thoughts about how we think the variable annuity industry has been performing. We will make sure to follow up with...

Thoughts on VA and Structured Annuity Filings – And Related Topics

Activity has been a bit slow along the variable annuity product pipeline of late – which is typical of this time of year – however we do have a few notable filings to report on,...

Impressions on the Second Quarter – And Notes on Recent VA Filings

Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....

We Suspect VA Industry Sales Were Probably Down Again in 1Q16

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

The Q3 Market Uptick Boosted VA Assets – as For Sales? We’re Not Sure

Third quarter earnings season for the publicly-traded insurers we watch regularly concluded last week, and for most of those companies, variable annuity business operations retained profitability, largely because the stock market’s rise caused assets under...

Thoughts on Q3 VA Industry Sales – and a Few Product Developments

Earnings season for publicly-traded insurers is now underway but won’t finish until midway through next month, so in this commentary we’ll offer up some of our suspicions on how variable annuity sales moved in the...

Reviewing Variable Insurance Fund Filings from November-December, 2012

It’s been our habit to provide a regular review of noteworthy variable insurance fund filings each month, however during the holiday season there were other product happenings that got us a little behind in that...

Thinking About Retrenchment – and Related Themes Affecting the VA Market

Variable annuity product filing has been a bit slow of late, so in this commentary we will take a step back and reflect on the subject of retrenchment within the industry, how most insurers are...