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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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We Suspect VA Industry Sales Were Probably Down Again in 1Q16

We just finished conducting our review of first quarter results of publicly-traded insurers we monitor regularly, and for all of them, variable annuity sales fell, thus we suspect the industry experienced a similar result…

Puzzling Out Meanings Within Recent VA Contract and Rider Filings

In this commentary we’ll discuss some variable annuity product filings with the SEC from recent weeks that we found interesting, some of which, we’ll admit, have elements we are not yet totally clear on…

Tendencies We Noticed – in VA Product Filings and Changes in 2015

In this report we’ll reflect on variable annuity product activity that occurred during 2015, and suggest whether or not similar patterns might continue into this year – and beyond…

The Deferred Income Annuity – A Product With a Hopeful Future

In this report we’ll discuss deferred income annuities (DIAs), products that, in our view, were built to provide less risky forms of guaranteed income as compared to living benefits, and to answer longstanding objections to...

Considering Themes Relevant to the VA Industry in 2Q15 – and Beyond

It seems like the year is going by very fast – the third quarter is winding down already and yet, in our view, it’s hard to forecast how the variable annuity business will finish up...

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...

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…

VA Product Launches, Changes Occurring this Month – and Onward

In this report we’ll run through an assortment of variable annuity product developments that are either taking place now, during the May prospectus update season, or will take effect later in the year. In our...