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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.

Thoughts on Variable Annuity Contract Share Classes – and Suitability

This commentary will be a short reflection on how a distribution arm of Voya Financial has curtailed the sale of certain variable annuity share classes with guaranteed benefits, at the insistence of regulators. It’s our...

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...

Thoughts from Q2 Earnings Season – We Suspect VA Sales Improved

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

Interesting Options – Found In This Month’s Variable Annuity Product Filings

In our view, this May variable annuity prospectus update season hasn’t been all that eventful – although we must admit we are still sifting through all the filings. In this commentary we’ll discuss a few...

How Do We Think Q1 Variable Annuity Sales Moved? Not By Much, Either Way

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…

Random Reflections from the LIMRA/LOMA/SOA Retirement Conference

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

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...

Sizing Up the Playing Field – More Thoughts on 3Q14 Industry Sales

In this commentary we’ll provide more of our observations on annuity sales in the third quarter, and consider the competitive landscape as we enter the holiday season…

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...