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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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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: VA Insurers Sales Results Were Strong in 3Q19

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

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...

Random Thoughts Regarding 1Q19 Results for the VA Business

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

1Q19 Outlook: Signs Point to Lower Variable Annuity Industry Sales

Based on our review of results of selected stock-traded insurers, we are of the opinion that, in all likelihood, variable annuity industry sales fell in the first quarter. In the meantime, fixed and fixed index...

Despite a Drop in Q4, VA Industry Sales Finished 2018 on a Strong Note

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...

Various Thoughts – on Variable Annuity Sales and Industry News

In our view as we enter the heart of the holiday season, things are looking up for the variable annuity business: sales are recovering and insurers are building out their product offerings again. In this...

Public Insurers’ 3Q18 Results Reflected a Recovering VA Industry

Based on our review of selected public insurers’ third quarter results, and recently-released data from industry research firms, we think the variable annuity business experienced positive uplift in the quarter, which we think will carry...

Reviewing Notable VA Industry Filings from the Month of October

In this report we’ll cover a batch of notable variable annuity product filings from this month which includes a benefit buyback offer, a contract exchange offer, new contract registrations, multiple fee changes and other adjustments…