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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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DOL Rule-Related Takeaways from the Retirement Industry Conference

Last week we attended the annual LIMRA/LOMA/SOA Retirement Industry Conference, held in Orlando, Florida, and in this report we’ll share some thoughts on a topic that was much discussed throughout the event – the Department...

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...

Taking a Moment to Think About VA Benefit Values, Net Amount at Risk

In covering the variable annuity business, oftentimes, due to the amount of product filing activity insurers engage in, our reports almost “write themselves” in that we have much to discuss. During slower periods like these,...

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...

A Quick Update on New VA Contracts, Lifetime Withdrawal Benefits

This will be a brief commentary to get caught up with new variable annuity contracts and guaranteed lifetime withdrawal benefits (GLWBs) filed with the SEC this year, as some new ones have entered the pipeline...

Some Fall Reflections – on Trends in the Variable Annuity Space

In this commentary we’ll discuss current conditions in the variable annuity business, such as which products are selling the best, and touch on details from recent product filings…

VA Industry Sales Remained Weak in Q2 – And May Drop Further

Leading industry research firms released second-quarter 2016 annuity sales data not long ago, and results for variable annuities were down substantially over last year, while some fixed annuity product types did fairly well…

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...