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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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Scattered Thoughts Regarding How the Annuity Business Fared in Q3

To follow up on our last report, while the variable annuity business performed well in the third quarter, the same can’t be said for the total U.S. individual annuity market, which, according to LIMRA, saw...

Earnings Review: VA Insurers Sales Results Were Strong in 3Q19

As per usual, we reviewed third quarter variable annuity results for a few selected stock-traded insurers and found that most had pretty strong performance, especially on a sequential basis – reflecting how industry sales were...

Earnings Review: Several Insurers Saw Stronger VA Sales in 2Q19

Late yesterday we concluded our review of results of selected stock-traded insurers and our main takeaway is that some of them experienced growth in their variable annuity businesses in the second quarter, although we are...

More Thoughts on VA Living Benefits – and Clarifying an RMD Provision

In this report we’ll discuss industry trends in election rates of guaranteed living benefits (GLBs), citing data from LIMRA, and make a correction to our coverage last week of a new lifetime withdrawal benefit from...

Yet More Thoughts on New VAs and Lifetime Withdrawal Benefits

This week we’ll once again weigh in on patterns we’re seeing in variable annuity product development, which will serve as an accompaniment to our updates of Featured Research tables covering new contracts and guaranteed lifetime...

Random Thoughts Regarding 1Q19 Results for the VA Business

As we were expecting, variable annuity industry sales declined in the first quarter of this year while production of fixed and fixed-index annuities rose, and we suspect those patterns will persist over the rest of...

1Q19 Outlook: Signs Point to Lower Variable Annuity Industry Sales

Based on our review of results of selected stock-traded insurers, we are of the opinion that, in all likelihood, variable annuity industry sales fell in the first quarter. In the meantime, fixed and fixed index...

New Contracts From Nationwide and AXA – Plus Other Developments

In recent weeks we’ve seen some interesting new contracts get filed with the SEC, which we’ll discuss in this commentary. They include a new structured annuity from Nationwide and next-generation variable annuities from AXA Financial....

Despite a Drop in Q4, VA Industry Sales Finished 2018 on a Strong Note

While most stock-traded insurers we follow regularly reported declines in variable annuity deposits in the fourth quarter, most had improved results year over year, which is what we had been expecting given the demise of...