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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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Some Notes on the Use of Variable Annuities in Qualified Plans

According to most data providers covering the variable annuity business, at least half of all assets are held in qualified plans, thus it’s important, when evaluating the health of the industry, to consider these programs....

The Leader Board Remains Tight: Reviewing Q3 Variable Annuity Results

In looking at third quarter results for the variable annuity business, we note that some companies with improving sales and market shares did not necessarily see their overall rankings change correspondingly; indeed, some kept the...

Initial Comment: Considerations on the Current State of the Annuity Business

In approaching the annuity business, we must admit, at times, to conflicting feelings. For one thing, we believe in the value of these products, regardless of type: fixed, variable, index, deferred, immediate and all types...