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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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Weighing In on Relevant Topics of the Day for the Annuity Business

We are just beginning first quarter earnings season for annuity insurers and are eager to learn how companies performed – we suspect they did well – and in this report we will touch on topics...

Thoughts on Current Challenges for the Annuity Business

We have to think most annuity insurers were optimistic as last year ended, as total sales were once again at record levels. Conditions proved near perfect for the industry, as rising interest rates and stock...

Our Year-End Review of How the VA Industry Performed In 2018

If we were to characterize the year 2018 for the variable annuity business based on what we know thus far, we would call it a time of renewal, as sales started to recover, an improvement...

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…

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…

Free Riffing – On Current Themes in the Variable Annuity Industry

Product filing activity around the variable annuity business has been kind of slow in our opinion, at least compared to past years, so in this report we’ll do some “riffing” – offering up impromptu thoughts...

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....

On 2015: A Time of Shifting Realities For the Variable Annuity Business

Each year we provide, with our last issue of December, a quick rundown of how the variable annuity business performed so far, from our perspective, and a few forward-looking thoughts for the New Year. While...

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...