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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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An Industry Outlook in Light of Q2 Preliminary Sales Data

Not long ago, LIMRA released preliminary second quarter annuity industry sales data, which revealed – as we expected – a very strong growth rate although not across all product types. In this report we’ll provide...

Some Casual Thoughts – on 1Q24 Annuity Sales Figures

We are sure by now that our readers have seen final first quarter sales data from LIMRA, still, we figured we would weigh in with our thoughts on the numbers as we think some interesting...

Thoughts on the Business in Q2 – Based on Preliminary Data

Earlier this week LIMRA came out with preliminary annuity industry sales data for the second quarter, and in this commentary we will give our take on the numbers and what they might portend moving forward…

Thoughts on the Annuity Value Proposition as Q2 Results Come In

As we write this, second quarter earnings season for insurers is well underway and, by most accounts, we can look forward to very positive news from most players, as early indications are that sales of...

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…

Thinking About the Variable Annuity Business in 2016 – and Beyond

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

VA Industry Sales Remained Weak in Q2 – And May Drop Further

Leading industry research firms released second-quarter 2016 annuity sales data not long ago, and results for variable annuities were down substantially over last year, while some fixed annuity product types did fairly well…

Reflecting on the GMIB – And Its Current Place in the VA Industry

While the number of guaranteed minimum income benefits (GMIBs) has dropped dramatically from years past, a few still remain for sale, and in this report we will discuss them, and share thoughts on how they...

A Rough Market Start – Does it Portend Anything for Annuities?

Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...