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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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Thinking About Current Annuity Industry Sales Drivers

In our view, industry sales are mostly correlated with which product attributes are resonating with investors at any given time, given their current priorities, whether accumulation, protection, income, liquidity, wealth transfer – to name a...

Insurers and Private Credit – What We Know, What We Don’t

Lately we’ve been seeing articles in trade publications noting how rating agencies and regulators have been raising concerns over the high level of private credit usage on the part of annuity insurers, so we figured...

LIMRA Numbers are in: A Few Thoughts on 2025 Industry Sales

LIMRA issued final 2025 annuity sales data not long ago, so in this report we’ll take the opportunity to weigh in on the numbers, in order identify prevailing trends and suggest how conditions might play...

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...

Thinking Aloud: About Conditions in the Annuity Business

In these pages we have already weighed in with thoughts on how annuity sales in 2025 might finish up – in expectation of final numbers not yet released by LIMRA – but, since we don’t...

As the Year Begins: Thoughts and Questions on Our Minds

This report will more or less pick up from last week, in that we have more to share about the industry is doing at present; moreover, we thought it would be worthwhile to bring up...

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...