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Pulling Levers featured-image

Pulling Levers

Yesterday in The Soleares Report I posted my usual notes on quarterly earnings calls and, while writing it, came up with this blog topic, which will allow me to sneak in a post right at... Read more

Abundance in a Time of Volatility featured-image

Abundance in a Time of Volatility

Not long ago LIMRA released preliminary first quarter sales numbers and they look good, I think. The industry total came to $105.4 billion, just slightly down from Q1 of the prior year; the fixed side... Read more

Selling Like Hotcakes featured-image

Selling Like Hotcakes

Forgive me for stating the obvious (and repeating what I’ve written in my commentaries) but it’s clear that the annuity industry is looking at a fresh sales record in 2024. This is a great thing... Read more

The Growing Season featured-image

The Growing Season

Over time I have been adopting habits I think are characteristic of New England residents, because this transplanted New Yorker wants to fit in, as best I can. I have resolved to purchase a copy... Read more

A Black Friday Special featured-image

A Black Friday Special

Earlier this week I planned on doing a Black Friday blog post, so here I am at my desk dashing it off, referring to notes I scribbled down in various places, such as my business... Read more