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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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Some Thoughts on Variable Annuity Sales Trends – As Earnings Season Begins

We honestly look forward to each quarterly earnings season for publicly-traded insurers, because the statistical reports and conference calls always contain plenty of useful information on variable product sales. In this report we’re going to...

Uncovering Industry Trends Through Study of Available Data on Living Benefits

We’re always on the lookout for real concrete data on variable annuity living benefits and to that end we’ve been combing through insurers’ quarterly financial supplements and statutory statements to extract whatever information is publicly...

Tracking VA Industry Competitive Moves through Q2 and Beyond

This report will wrap up our observations regarding second-quarter variable annuity sales results of major public insurers we normally monitor, and will also include some quick thoughts on new guaranteed living benefits that have been...

Continuing Coverage of Public Insurers’ Variable Annuity Results of 2Q07

This report picks up where we left off last week in our monitoring of second-quarter variable annuity sales results for the publicly-traded insurers we track regularly. We found it significant that VA deposits increased for...

Getting a Handle on VA Industry Progress – Based on Early Q2 Results

Each quarter, when we review variable annuity deposit and net flow results of publicly-traded insurers, we’re also trying to get some idea as to how the industry as a whole might be doing. We’ve performed...

An Ongoing Task: Evaluating VA Net Flows and Their Utility for the Industry

Since the topic has been on the minds of our contacts and colleagues, in this report we’re going explore the topic of variable annuity net flows, a measurement somewhat controversial when introduced to the industry...

From Flat to Just Slightly Up: VA Insurers See Moderate Sales in Q1

For the publicly-traded variable annuity insurers we track on a quarterly basis, 2007 seemed to start off on a slow note, at least on a sequential basis: a few companies saw modest increases in sales...

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...