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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.

Some Springtime Storylines for the U.S. Annuity Business in 2021

Now that spring is upon us, the worst of the COVID-19 crisis hopefully over, and the first quarter of the year is drawing to a close, we have started to get a handle on where...

The Year 2020 Was Fraught With Challenges for Annuity Insurers

This will be our customary year-end report, based on what we know from U.S. annuity industry data through the third quarter. It certainly goes without saying that 2020 was a trying one for us all,...

Most Stock-Traded Insurers’ Annuity Sales Grew – Sequentially – in Q3

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Stock-Traded Insurers’ VA Sales in 4Q19 Reflected the Industry’s Rise

Variable annuity sales for most of the stock-traded insurers we track regularly improved in the fourth quarter of last year, in line with how the industry as a whole performed...

Wrapping Up Coverage of Variable Annuity Product Filings from 2019

This report contains our closing thoughts on variable annuity product filings from 2019, a period that, in our view, was lively in terms of competition among insurers, who engaged in further innovation among emerging product...

Taking an Inventory of Recent Annuity Benefit Rate Sheet Updates

In this report we’ll get up to date on variable and structured annuity benefits whose elements are set periodically by rate sheet – a risk mitigation approach that has gotten increased usage in recent years…

Scattered Thoughts Regarding How the Annuity Business Fared in Q3

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

Earnings Review: VA Insurers Sales Results Were Strong in 3Q19

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...