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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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Various Thoughts on Annuity Industry Sales Trends from 2024

LIMRA posted final 2024 annuity sales data earlier this week and in this report, we will give our take on the numbers, along with some thoughts for this year…

Notes on 4Q24 Results of Selected Stock-Traded Annuity Insurers

Annuity sales improved this past fourth quarter for most of the publicly-traded insurers we cover regularly, as did profitability, although not all the news was positive, as some companies reported issues with declining interest rates,...

Various Early-Year Thoughts on the Indexed Annuity Market

We were planning to weigh in with some thoughts on the indexed annuity side of the industry and, just before we were ready to publish this report, noticed that LIMRA came out with preliminary fourth...

The Year 2024 in Review: The Upward Momentum Continued

As of this writing, annuity industry sales for 2024 were on pace for another record – this despite a falling interest rate environment – leading us to wonder if there’s “nowhere to go but up.”...

More Q3 Thoughts – on Industry Competitive Conditions

In this report we’ll delve a bit more into the LIMRA annuity industry sales figures for the third quarter, focusing on two product types that have great traction, namely fixed-index annuities (FIAs) and registered index-linked...

Various Thoughts – on 2Q24 Annuity Industry Sales

A few months ago, we published a report when LIMRA released final annuity industry sales for the first quarter and we will do so again this time, as 2Q24 numbers came out not long ago…

Notes on 2Q24 Results of Selected Stock-Traded Annuity Insurers

Like the prior quarter, stock-traded insurers who sell registered index-linked annuities (RILAs) reported strong results in Q2, while fixed annuities were another matter – a few experienced a sales boom, while others had severe decreases…

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...

Sharing Our Suspicions About 2Q24 Annuity Industry Sales

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....