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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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Most Stock-Traded Insurers’ Annuity Sales Grew – Sequentially – in Q3

As we do each quarter, we reviewed business results of stock-traded insurers we watch regularly and discovered that for most of them, annuity sales improved slightly compared to the prior quarter, but were still lower...

Earnings Review: Stock-Traded Insurers’ Annuity Sales Fell in 2Q20

This report contains our customary review of second quarter annuity results for selected stock-traded insurers. With few exceptions the news was bad, as most companies – especially those who specialize in fixed-index annuities (FIAs) –...

Thoughts on the Business in Q2 – Based on Preliminary Sales Data

Second quarter earnings season will be wrapping up soon and next week we’ll devote these pages to our customary delving into what was revealed on insurers’ conference calls. For now we’ll provide some perspective on...

Stock-Traded Insurers’ VA Sales Held Up in Q1, Despite Market Drop

First quarter variable annuity sales for most stock-traded insurers we track regularly improved compared to the prior year, once again due to lower interest rates making the product look better than fixed and indexed annuities....

Regarding Equitable – its VA Business and Near-Term Prospects

As first-quarter earnings season will be in full swing next month we’ll offer up a few thoughts on Equitable, the insurer who spun off from parent AXA via initial public offering in May of 2018....

Some Thoughts Regarding the Proposed Jackson National IPO

Recently U.K.-based Prudential plc disclosed plans to spin off its Jackson National unit, a move we think will have many ramifications for the U.S. annuity industry. In this report we’ll attempt to put this matter...

Our Customary Quick Take on How the VA Industry Performed In 2019

Since we started publishing The Soleares Report, at the end of each year have provided a review – like this one – of how the variable annuity industry fared based on currently-available data, which is...

Scattered Thoughts Regarding How the Annuity Business Fared in Q3

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

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...