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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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Publicly-Traded VA Insurers Fare Better in Q2 – as Reported in Earnings Calls

We always look forward to reviewing major public insurers’ quarterly calls during earnings season, as these companies in many ways act as barometers for the health of the variable annuity business as a whole. In...

Q1 Earnings Calls Continued: Evidence of Further Need for Innovation

With this commentary we’ll resume our coverage of first quarter earnings calls and show how some insurers, due to their scale and ability to offer cutting-edge ideas, have seen resurgence in their variable annuity sales,...

Q1 Earnings Calls of Public Insurers Illustrate Need for Continued Sales Growth

Last week we listened to first quarter earnings conference calls of five publicly-traded insurers who do business in the U.S. variable space, and for some of these companies, annuity sales improved, although surrenders – more...

Q4 Roundup: Variable Annuity Results Stay Relatively Strong in 2005

In the second installment in a regular commentary of The Soleares Report, we are going to review variable annuity business fourth quarter reports and consider what happened in 2005 as a whole. In future weeks...