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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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Rising Tide – Variable Annuity Insurers See Deposits Lift in Q2

We were somewhat surprised to find that variable annuity deposits for most of the stock-traded life insurance companies we monitor regularly were quite strong in the second quarter. Therefore we now suspect the industry as...

Variable Annuity Sales from 1Q10 – Could The Industry Be Back on Track?

The fortunes of the variable annuity business are still largely dictated by the performance of companies with the most attractive guaranteed living benefits, and, based on some improvement we saw from a few insurers we...

Variable Annuity Sales from 4Q09 Reveal Uneven Patterns in the Industry

After reviewing fourth quarter variable annuity results of stock-traded companies we regularly monitor, we found a familiar mixed result – a few insurers did well while most others saw deposits decline – reflecting how the...

“Stealing the Show” – A Select Few VA Players Excel During 3Q09

During the third quarter we saw a familiar pattern that’s emerged lately in the variable annuity business, that of a minority of insurers – those still selling the richer guaranteed benefits – posting exceptional sales,...

2Q09 Brought a Degree of Recovery for the Markets – and the VA Business

It’s once again time for us to offer our quarterly commentary on variable annuity sales for the stock-traded insurers we regularly monitor, and to discuss relevant themes facing the industry. We’ll start off by saying...

Q1 Results Brought New Accounting Adjustments for the VA Business

First quarter earnings season concluded last week for the publicly-traded insurers we regularly monitor, and for most of them, variable annuity deposits and net flows declined, much as we expected. What surprised us were accounting...

Sliding Finish to a Volatile 2008 as Downward Markets Jolt VA Players

Fourth-quarter earnings season has almost concluded and in this report we’ll offer our customary review of variable annuity operating results for selected publicly-traded insurers. As we expected, most companies went through a difficult time during...

Q3 Commentary Part II – Risks, Returns are Main Themes in VA Insurers’ Reports

In wrapping up our third quarter reporting on selected variable annuity insurers, we’ll say that it seems clear that for now, investors are still reluctant to purchase VAs during troubling market conditions such as the...

Our Q3 Commentary Part I – Variable Annuity Insurers Face a Difficult Time

This is the first installment of our third quarter commentary on variable annuity results for selected insurers we monitor regularly, and next week we’ll follow up on others that have not yet reported. Thus far,...