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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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Thoughts on Annuity Industry Sales Trends and Tendencies

About this time last year, we weighed in on final annuity sales figures from LIMRA from the prior year and will do so again in this commentary, and consider factors that led to immense growth...

Thoughts on the Business in Q2 – Based on Preliminary Data

Earlier this week LIMRA came out with preliminary annuity industry sales data for the second quarter, and in this commentary we will give our take on the numbers and what they might portend moving forward…

Our Year-End Comments on How the Industry Performed In 2021

Each year we devote our last commentary to a consideration of how the U.S. annuity business performed – mostly on the variable annuity side, as it still is our primary focus – however over time...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Thinking About the Variable Annuity Business in 2016 – and Beyond

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

Income Considerations – That Will Affect Annuity Products in the Future

This commentary will be a brief reflection on recent developments regarding the income-taking aspects of annuities that we think our subscribers should monitor – as it’s not clear to us yet how much of an...

Reviewing an Interesting New Forethought VA ̶ and Other Recent Filings

At this point in the summer, variable annuity product pipeline activity has slowed considerably – as is typical for the time of year – however we did see a recent contract registration from Forethought Life...

Various Reflections – from Last Week’s Retirement Industry Conference

We have found that the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference always manages to stimulate healthy conversation and debate and this year’s edition, held last week in Las Vegas, was no different. In this...

Signs from Earnings Calls Point to Lower VA Industry Deposits in 1Q14

In the first quarter of this year variable annuity sales fell, on a sequential basis, for every member of our group of publicly-traded insurers we watch regularly, which makes us pretty sure that the industry...