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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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A Discussion of a Popular RILA Strategy: Dual Direction

For a while we have been meaning to delve into a product feature we think has become a must-have for serious competitors in the registered index-linked annuity (RILA) space, namely Dual Direction, which has the...

Sharing Our Suspicions About 2Q24 Annuity Industry Sales

Being that the second quarter ended not too long ago we’ll weigh in – as we do every so often – with some thoughts on how deferred annuity sales may have fared during that period....

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 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...

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...

Our Wrap-up of Annuity Filing Activity and Thoughts on 2023 Sales

Normally each January we wrap up our coverage of product filings from the prior year and in this commentary we will do that, and also give some context on preliminary 2023 sales numbers from LIMRA...

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...

The Year in Review: the Industry Sustained its Record Pace

It has been customary for us to devote our last commentary to an appraisal of the annuity business, as the year is drawing to a close, to help our readers start their process of evaluation...

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...