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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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VA Sales for Public Insurers Improved in 2Q18, Helping Lift the Industry

Variable annuity sales for most stock-traded insurers we follow regularly showed improvement in the second quarter, which no doubt contributed to the industry’s quarter-over-quarter rise. This report will be our customary quarterly rundown of what...

An Update on Current Trends in Structured Annuity Products

This will be a brief commentary touching on some of the main attributes of structured annuities, a product type that has garnered significant sales traction in recent years and has been a source of innovative...

More Structured Annuity Developments – and Other Product News

In a commentary of a few weeks ago we discussed recent developments related to structured annuities and now it’s time to follow up on that subject, as we’ve seen some new registrations and a possible...

Notes on Recent Rate Sheet Updates – and Other Notable VA Filings

In this report we’ll comment on recent filings of rate sheets for variable annuity benefits, plus cover some other product developments we found noteworthy, including Lincoln National’s disclosure of rider adjustments it will make in...

Looking at Public Insurers’ Variable Annuity Sales Results in 4Q17

As we typically do each earnings season, we reviewed variable annuity business results for a small number of selected stock-traded insurers and for most of them, sales improved in Q4, however we can’t say the...

Random Thoughts – on Current Conditions in the VA Market

Third quarter earnings season is now underway, and we are highly interested in what conference calls might reveal about the variable annuity business. We’re suspecting that sales levels might have started improve at least a...

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...

Highlights from Recent VA Filings from February and Early March

In this report we’ll get caught up with notable annuity product filings filed with the SEC from February and early March, including new contracts and benefits as well as modifications to existing ones…

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...