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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 VA Insurers Continue in Rider Pullback Mode as New Year Begins

Reflecting on 2008: a Turning Point Year for Variable Annuity Players

This is our customary early retrospective of the past year for the variable annuity business, in which we’ll offer a narrative of how things unfolded chronologically in 2008, the market conditions that arose and their...

Q3 Commentary Part II – Risks, Returns are Main Themes in VA Insurers’ Reports

In wrapping up our third quarter reporting on selected variable annuity insurers, we’ll say that it seems clear that for now, investors are still reluctant to purchase VAs during troubling market conditions such as the...

Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time

This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...

Musing on the State of Variable Annuities During the Current Market Turmoil

Recently we’ve been contemplating the “value proposition” of the variable annuity, how the product might be positioned and sold given the existing market climate. Earnings season is now underway and we think results from last...

Competition, Downturns, Volatility – What’s Been on People’s Minds in Q3

The third quarter is coming to a close and it was a rough one for the financial markets, to say the least. Throughout that time we’ve had informal discussions with our industry contacts as to...

An Update – Directions in Variable Annuity Guaranteed Living Benefit Assets

Recently we devoted some more time to sifting through insurers’ financial documents to gather data on variable annuity guaranteed living benefit account values, because we believe the data provide clues as to product priorities around...

VA Deposits, Net Flows in 2Q08 – A Few Bright Spots Amid Cloudy Skies

Now that Q2 earnings season has wrapped up for variable annuity insurers we usually cover, we saw that deposits and net flows of most of them dropped, however a few had increases. In this commentary...

Diverse Thoughts on Directions in the VA Industry, Topics to Keep Tabs On

Second-quarter earnings season for insurers is just getting underway and we’re quite curious to see how variable annuity sales and flows held up for the leading companies, given the many stressors – from without and...