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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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Most Stock-Traded Insurers’ Annuity Sales Grew – Sequentially – in Q3

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

Reviewing Variable Insurance Fund Filings from October, 2020

During October we saw a number of new variable fund registrations and not surprisingly, most of them will invest in fixed income – an asset class that has managed to generate positive flows in recent...

Jackson National Files New RILAs – and Other Recent Developments

In this report we’ll discuss new registered index-linked annuities filed recently by Jackson National, currently the leader in variable annuity sales in the U.S., and one of the only major insurers not to offer such...

CDAs, GLWBs, Buyouts and More – a Mix of Filings from Fall, 2020

Lately we have been of the opinion that insurers are in a predicament we have seen in years past, namely that while there remains great demand for annuities – especially those that can provide investors...

It’s Been Quite Active Along the Variable Annuity Product Pipeline

Although times have been difficult for insurers, as they are coping with the COVID-19 pandemic, market volatility, rock-bottom interest rates, social upheaval and the stresses of an election year, those challenges haven’t kept them from...

Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

A Steady Stream of VA Product Filings – Calls for Another Update

It wasn’t that long ago that we provided an update on filings of new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs). Well, since then even more have entered the pipeline making it necessary...

An Update on New Variable Annuities and GLWBs Filed in 2020

This commentary will touch on recent activity along the variable annuity product pipeline – which admittedly has been relatively modest this year – as we have developments to share regarding new contracts and guaranteed living...

Catching Up Again – With VA Product and Rate Sheet Changes

Although our country is still faced with very challenging times and the financial markets have been volatile, that does not mean that variable annuity product activity has come to a standstill. Not by any means...