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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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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…

VA Industry Sales Growth in Q4 Looks Doubtful to Us, All Things Considered

As is our practice each quarter, we reviewed earnings results for selected stock-traded insurers we track regularly, and came to the conclusion that for most of them, variable annuity operations performed more or less in...

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...

VA Insurers’ Profits Were Up in 2Q14 – But Sales? Perhaps by a Little

During the second quarter publicly-traded insurers we monitor regularly experienced increased profitability within their variable annuity operations, however sales for most were somewhat lackluster, as has been the case of late…

Signs from Earnings Calls Point to Lower VA Industry Deposits in 1Q14

In the first quarter of this year variable annuity sales fell, on a sequential basis, for every member of our group of publicly-traded insurers we watch regularly, which makes us pretty sure that the industry...

It Looks Like for Most Insurers, VA Sales Were Down Again in 4Q13

We reviewed fourth quarter earnings results for selected publicly-traded insurers we track regularly and came to the conclusion that variable annuity industry deposits dropped for the quarter and the year as a whole. We think...

Earnings Held Up for Insurers in Q3 – But VA Sales? Not So Much

It seems to us that most variable annuity insurers fared well this third quarter from an earnings standpoint, helped by a rise in the stock market. However VA sales were down for the group of...