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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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Uncertainty Regarding DOL Rule Negatively Impacted VA Insurers in 1Q17

In first quarter earnings calls of stock-traded insurers we watch regularly, a common theme was discussed on pretty much all of them: issues in dealing with the Department of Labor’s fiduciary rule which put a...

An Update on New VA Contracts and GLWBs Filed This Year

In this report we’ll get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC so far this year. In our view, industry filing activity in 2017 has...

Thinking About the Variable Annuity Business in 2016 – and Beyond

Not long ago industry research firms released full-year 2016 variable annuity sales data, thus in this report we’ll give our thoughts on what the numbers revealed, and discuss some themes from last year might remain...

Variable Annuity Sales Were Again Depressed in Q4 and Full Year 2016

After reviewing the results of selected publicly-traded insurers from their fourth quarter earnings calls and financial statements, we expect that the variable annuity industry as a whole reflected the experience of these companies, namely lower...

Our Variable Annuity Industry Year In Review: 2016 Was a Trying Time

As we have done since first publishing The Soleares Report, we are devoting this last issue of December to a quick look back on the year that was in the variable annuity industry. Our view...

Variable Annuity Sales in Q3 Were Down Again, In All Likelihood

In this commentary we’ll offer up our usual thoughts from insurers’ quarterly earnings calls. This time we came away with the a feeling we’ve had for some time now: that companies are more or less...

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...

Impressions on the Second Quarter – And Notes on Recent VA Filings

Second quarter earnings season is now underway and insurers will be reporting their results, thus we are starting to formulate our own thoughts on where variable annuity sales might have moved during that time period....

Another New Contract From Jackson – and Other Recent VA Filings

In this report we’ll comment on a new variable annuity filed by Jackson National – another that will be marketed to fee-based advisors – plus we’ll touch on product filing activity we found interesting from...