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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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Earnings Season Review: VA Insurers Weathered Q2 Market Dip

We were under the impression that second quarter sales for variable annuity insurers might have suffered due to the drop in the equity markets, along with the effects of various de-risking moves – which are...

Hot-Button Issues for VA Insurers as Q2 Results Start to Come In

Second quarter earnings season for stock-traded insurers has gotten underway and we are very much looking forward to hearing how variable annuity players performed because in our opinion, the quarter was a stressful one…

VA Insurers’ Summer Projects – From De-risking to New Product Concepts

The summer is usually a slow period for the variable annuity business, with sales dropping off, at least by a small margin. This year, however, it seems that activity has been picking up, most of...

VA Insurers Are Taking Measured Steps in Adjusting Their Products

It seems to us that most variable annuity insurers lately have been exercising great care in making changes to their contracts and benefits in response to competitive conditions. In recent weeks we have seen more...

Departures, De-Risking Dampened Variable Annuity Sales in 1Q12

As we usually do on each quarter, we compiled variable annuity sales results for 10 stock-traded insurers we watch on a regular basis, because performance of this group has proven to be a good early...

On Finding Capacity – During a Stressful Time for the Annuity Business

In this report we’ll share what we thought were key takeaways from the Insured Retirement Institute’s 2012 Marketing Summit held last week in New York City, and try to put those thoughts in perspective with...

Early Thoughts on 1Q12 – and Directions, Pressures in the VA Industry

Last Friday the first quarter ended and we must confess to thinking that it will be hard to forecast how the variable annuity industry performed during that time (not that it’s been all that easy...

“Bowing Out” – Hartford’s Departure from the VA Space and What it May Portend

Hartford’s decision to discontinue sales of individual annuities has triggered a number of related events in recent days, and we get the feeling that more interesting developments are yet to come. Moreover we believe that...

VA Insurers are Taking Divergent Paths in this Period of Uncertainty

The way we see it, variable annuity insurers are moving in one of two directions these days: either de-risking, or enhancing their products with an eye toward moving up the market share ranks. What this...