subscriber-login-icon
Subscriber Login
Sign Up

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.
Sort By Type
Select
All Reports Research
Sort By Topic
Quarterly earnings report
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

Earnings Review: VA Insurers Sales Results Were Strong in 3Q19

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

1Q19 Outlook: Signs Point to Lower Variable Annuity Industry Sales

Based on our review of results of selected stock-traded insurers, we are of the opinion that, in all likelihood, variable annuity industry sales fell in the first quarter. In the meantime, fixed and fixed index...

Despite a Drop in Q4, VA Industry Sales Finished 2018 on a Strong Note

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...

Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry

Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...

VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

Some Stock-Traded Insurers Saw Year-over Year VA Sales Improvement in Q1

First-quarter variable annuity deposits for most of the stock-traded insurers we monitor regularly were better compared to the prior-year quarter and we expect the industry may have had a similar experience…

Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...

Some Bright Spots Amid Insurers’ Variable Annuity Sales Results in Q3

After reviewing earnings calls of stock-traded insurance companies we cover regularly, we came away with the impression that for of them, variable annuity results were lackluster, although there were a few instances of modest improvement…