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Bank & Credit Union Annuity Roundtable

Large Bank & BD Insurance and Annuity Executive Roundtable

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Charlotte, NC

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Charlotte, NC

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2019 Roundtable schedule is here!

The 2019 Roundtable Schedule is out and locations are being announced.  Registration is open for many events, so reserve your spot now.

Institutional distributor Annuity Sales Report

Because we collect data directly from the distributor side of our industry, we are able to produce this benchmarking trend reporting much faster than other industry resources currently available.

 

Institutional Distributor Annuity Sales Report

The Saltzman Associates Institutional Distributor Annuity Sales Report is a simple benchmarking tool that allows subscribers to quickly follow changes and trends in sales mix of annuities across individual firms within participating Wirehouses, National and Regional Broker Dealers, Independent Broker Dealers, Bank and Credit Union Broker Dealers, and Third Party investment programs serving smaller financial institutions.

 

As of the latest issue of our report, the data included reflects 100% US

annuity sales at the four wirehouses, 75% of all annuity sales at banks and credit unions and nearly 1/2 of all annuity sales Regional/National broker dealers.

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