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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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Fixed-indexed annuities
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Fixed and Indexed Annuity Sales for Stock-Traded Insurers Rose in Q3

This report contains our customary review of third quarter annuity business results of publicly traded insurers we track regularly. Most companies in our coverage group reflected the experience of the industry for the quarter, namely...

Thoughts on Rates, RILAs – and Related Considerations

Third quarter earnings season for stock-traded insurers has gotten underway and we are confident that on their conference calls insurers will be discussing how rising interest rates have provided a big boost to sales of...

On Q2 Earnings Season – A Fixed Annuity Boom, a VA Bust

As we promised in our last report, this week we will provide our customary review of second quarter annuity business results of publicly traded insurers we track regularly. The upshot was that companies in our...

Random Thoughts About Current Conditions in the Industry

Recently we’ve been contemplating the unique advantages our industry has in times like these – when the market is turbulent and interest rates are rising – which usually prompts investors to seek out annuities for...

Thoughts on the Annuity Value Proposition as Q2 Results Come In

As we write this, second quarter earnings season for insurers is well underway and, by most accounts, we can look forward to very positive news from most players, as early indications are that sales of...

Notes on Annuity Filings and Launches of Recent Weeks

This week we’ll get caught up with product filing and launch activity around the industry, as much has been going on. Given the very upbeat outlook for annuity sales over the near term – largely...

Notes on Registered Index-Linked Annuity (RILA) Competition

Since we get the feeling that due to rising interest rates, registered index-linked annuities will be encountering stiffer competition from other annuities, we figured now would be a great time to get caught up on...

An Update – on a Growing Fixed-Indexed Annuity Market

To follow up on our last commentary, just like their brethren are doing on the variable annuity side with their benefit rate sheets, fixed-indexed annuity (FIA) carriers are taking advantage of rising interest rates to...

Growth in Q1 Sales of Indexed Annuities Sustained the Industry

In this commentary we’ll share our thoughts on first quarter annuity business results of publicly traded insurers we track regularly. In our view most of these companies reflected the experience of the industry as a...