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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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Public Insurers’ Q4 VA Results Point to Overall Improvement for the Industry

For the fourth quarter of 2006 variable annuity sales grew for all the publicly-traded insurers we track, reflecting the experience of the industry as a whole, which we hear rebounded from the lackluster sales of...

Dueling GMIBs – The Arms Race Persists on Base Growth, Special Provisions

We’re constantly maintaining that the importance of living benefits to the variable annuity business cannot be overstated. Although most of the market right now is concentrated on lifetime withdrawal benefits, there’s been resurgence in competition...

Insurers Fine-Tune Their VA Living Benefit Guarantees – Continued

This week we’re going to continue on the theme of our previous commentary by noting more adjustments insurers are making to their variable annuity living benefits, fees and related provisions…

Seeing VA Business Priorities Revealed Through Public Insurers’ Q3 Results

The third quarter was a mixed bag for the nine major public variable insurers we regularly track, as all saw sales levels fall sequentially, but apparently these companies don’t feel the results were troubling and...

Publicly-Traded VA Insurers Fare Better in Q2 – as Reported in Earnings Calls

We always look forward to reviewing major public insurers’ quarterly calls during earnings season, as these companies in many ways act as barometers for the health of the variable annuity business as a whole. In...

Q1 Earnings Calls Continued: Evidence of Further Need for Innovation

With this commentary we’ll resume our coverage of first quarter earnings calls and show how some insurers, due to their scale and ability to offer cutting-edge ideas, have seen resurgence in their variable annuity sales,...

Q1 Earnings Calls of Public Insurers Illustrate Need for Continued Sales Growth

Last week we listened to first quarter earnings conference calls of five publicly-traded insurers who do business in the U.S. variable space, and for some of these companies, annuity sales improved, although surrenders – more...

Q4 Roundup: Variable Annuity Results Stay Relatively Strong in 2005

In the second installment in a regular commentary of The Soleares Report, we are going to review variable annuity business fourth quarter reports and consider what happened in 2005 as a whole. In future weeks...

The Leader Board Remains Tight: Reviewing Q3 Variable Annuity Results

In looking at third quarter results for the variable annuity business, we note that some companies with improving sales and market shares did not necessarily see their overall rankings change correspondingly; indeed, some kept the...