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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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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...

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...

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...

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…

Casual Thoughts on the Variable Annuity Business as Q1 Winds Down

This will be a very brief commentary containing random thoughts on the variable annuity scene, as it looks to us at this point in the year. The brevity of this report is mostly due to...

A Rough Market Start – Does it Portend Anything for Annuities?

Just as we were getting back into the swing of things after the holidays, there was a sharp decline in the stock market, which prompted us to think of what the implications could be for...