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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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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...

Another Reflection – on Annuity Industry Surrenders

Annuity surrenders are very much on the radar screen of the industry, because multiple studies say that in recent years surrender activity has increased – and is expected to rise this year as well –...

Quick Thoughts – on LIMRA’s Preliminary 2Q25 Sales Figures

Last week LIMRA issued preliminary second quarter sales data and in this commentary, we will give our thoughts on those numbers, which indicate the industry is maintaining its upward momentum – thanks to but a...

Notes on 1Q25 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for publicly traded insurers we track regularly tended to be better than the prior-year quarter but down sequentially, which we think was to be expected. On several earnings calls carriers said...

Contemplating Annuity Surrenders – and Their Link to Sales

A few months ago, some insurance equity analysts said they are forecasting heightened annuity surrenders during calendar year 2025, and that may generate increased sales into certain products at the expense of others, given the...

Notes on 1Q24 Results of Selected Stock-Traded Annuity Insurers

First quarter annuity sales for stock-traded insurers we monitor regularly were, in our view, a mixed bag, as some reported increased production – often thanks to their registered index-linked annuities (RILAs) – while those with...

Notes on 4Q23 Results of Selected Stock-Traded Annuity Insurers

Annuity sales for stock-traded insurers we monitor regularly went fairly well in the fourth quarter, reflecting momentum the industry sustained throughout 2023, but not all was positive: we did see a few instances where profits...

Notes on 3Q23 Results of Selected Stock-Traded Annuity Insurers

Our coverage group of stock-traded insurers performed well in the third quarter we thought. As has been the case this year, fixed annuity carriers fared the best, although we saw some flashes of growth on...

Notes on 1Q23 Results of Selected Stock-Traded Annuity Insurers

Earnings season for stock-traded insurers we track ended recently so in this commentary we will provide our thoughts on annuity business results for this group.  For most of them, annuity sales reflected trends in the...