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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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Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

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…

Hard to Determine a Clear Direction for VA Industry Sales in 2Q16

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

Concerning Changes – That are Being Made to VA Products This Year

In this report we’ll touch on the kind of tweaks and adjustments insurers have been making to their variable annuity products lately. Most of the changes follow patterns we have seen around the industry the...

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…

Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Some Brief Thoughts Regarding Q3 Annuity Industry Sales

Industry research firms began reporting third quarter sales not long ago, and the numbers confirmed our earlier suspicions, that variable annuity sales would fell in the quarter, while total industry output was sustained through a...

Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

Notes on New VA and GLWB from Ameritas – and Recent Filings

. In this report we will catch up with recent variable annuity product filings submitted to the SEC, among them a contract from Ameritas registered last week that contains a new guaranteed lifetime withdrawal benefit…