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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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Reading the Tea Leaves: About 4Q25 Annuity Industry Sales

We are still waiting for LIMRA to release final fourth quarter and full year 2025 annuity industry sales data so short of that we did see that WINK, Inc. released figures so we will discuss...

Notes on 4Q25 Results of Selected Stock-Traded Annuity Insurers

Fourth quarter annuity business results for publicly traded insurers we track regularly were mixed in our view, with some carriers even saying they purposely lowered sales in order to be disciplined and “not chase a...

Considering the Shape of Product Changes Thus Far in 2026

We are still waiting for official fourth quarter 2025 sales numbers from LIMRA – we expect their release imminently – so we will comment on those when they arrive. For now, we will share thoughts...

The Year 2025 in Review: Another Sales Record is In Sight

This will be our usual early evaluation of how the annuity industry performed over the past year, based upon what we know at present. As usual we will follow up with further thoughts when fourth...

It’s Time to Weigh in: on LIMRA’s 3Q25 Annuity Sales Figures

LIMRA issued final third quarter annuity sales data not long ago, which revealed industry sales rose sequentially to a new quarterly sales record…

Notes on 3Q25 Results of Selected Stock-Traded Annuity Insurers

We thought third quarter annuity business results for publicly traded insurers we track regularly were pretty strong, as the rise in the stock market fueled account value growth and sales in some product lines, in...

On 3Q25 Sales Trends – and The Annuity Value Proposition

Lately it’s been our habit to weigh in once LIMRA has come out with preliminary sales data – as it did last week for the third quarter – and we will do so in this...

Our Customary Thoughts – on LIMRA’s 2Q25 Sales Figures

Not long ago, LIMRA issued final second quarter sales data, which revealed that the industry set fresh records for both the quarter and first half of the year, proving that the annuity sales boom is...

Notes on 2Q25 Results of Selected Stock-Traded Annuity Insurers

In our view, second quarter results for publicly traded insurers we track regularly were pretty good: earnings held up well despite annuity assets falling during the market turmoil in April. Sales remain on track for...