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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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Income Considerations – That Will Affect Annuity Products in the Future

This commentary will be a brief reflection on recent developments regarding the income-taking aspects of annuities that we think our subscribers should monitor – as it’s not clear to us yet how much of an...

Thoughts from Q2 Earnings Season – We Suspect VA Sales Improved

Overall, we’re of the opinion that second quarter earnings for stock-traded insurers we watch regularly were pretty strong, and for all of them, variable annuity sales went up sequentially, thus we suspect the industry experienced...

How Do We Think Q1 Variable Annuity Sales Moved? Not By Much, Either Way

Last week we finished reviewing first quarter results for stock-traded insurers we monitor regularly, and for most of them, variable annuity sales were lethargic, thus we expect the industry experienced similar results…

Random Reflections from the LIMRA/LOMA/SOA Retirement Conference

Last week we attended the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference held in Washington, D.C., and in this commentary, as we have done in the past, we won’t try to completely recap the event,...

Various Reflections – from Last Week’s Retirement Industry Conference

We have found that the annual LIMRA/LOMA/Society of Actuaries Retirement Industry Conference always manages to stimulate healthy conversation and debate and this year’s edition, held last week in Las Vegas, was no different. In this...

Brief Thoughts on 2014 Annuity Sales – and the Future of the Business

We reviewed fourth quarter and full-year 2014 annuity industry sales and they came out pretty much as we expected they would – variable annuity production was down but fixed annuities, led by those of the...

Jackson National Files to Offer New Death Benefits in April

If anyone had doubts that Jackson National wants to maintain its leadership position in variable annuity sales, those would have to be dispelled by the company’s filing last week of new guaranteed minimum death benefits...

The VA Industry’s Product De-Risking Theme Is Continuing Into 2015

In this commentary we will get caught up with recent variable annuity filings – a good number of them involving de-risking – that we think provide great examples of how industry trends and themes that...

An Update on VA Industry Filing Activity at the Start of December

Activity along the variable annuity product pipeline has been somewhat slow of late, reflecting the fact that most insurers are retooling their offerings – and yet recently we’ve noticed a company, MetLife, file new guaranteed...