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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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Hard to Determine a Clear Direction for VA Industry Sales in 2Q16

Based on our review of results of publicly-traded insurers we watch regularly, variable annuity sales fell for most, with at least one bright spot. Thus we are unsure whether the recent downward movement in industry...

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…

Variable Annuity Industry Sales in 4Q15 – Hard to Get a Handle On

As is our custom, we reviewed fourth quarter results of publicly-traded insurers we monitor regularly, and found it hard to come up with a strong indication as to where the industry finished for that period....

Variable Annuity Sales Were Down in Q3 for Leading Stock-Traded Insurers

We just completed our third quarter review of variable annuity business results of selected stock-traded insurers and found that for all of them, sales fell sequentially during that time period. Market volatility was the most-often...

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…

Sizing Up the Playing Field – More Thoughts on 3Q14 Industry Sales

In this commentary we’ll provide more of our observations on annuity sales in the third quarter, and consider the competitive landscape as we enter the holiday season…

AEGON and Assumptions – Further Thoughts on Q3 Numbers

In this commentary we’ll offer up some comments on third-quarter results of Dutch insurer AEGON, because it has a substantial variable annuity business in the U.S. and its experience in the quarter mirrored that of...

The Q3 Market Uptick Boosted VA Assets – as For Sales? We’re Not Sure

Third quarter earnings season for the publicly-traded insurers we watch regularly concluded last week, and for most of those companies, variable annuity business operations retained profitability, largely because the stock market’s rise caused assets under...