Institutional Distributor Annuity Sales
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.
The data included reflects 100% US annuity sales at the four wirehouses, 81% of all annuity sales at banks and credit unions and nearly 1/2 of all annuity sales Regional/National broker dealers.1
Annuity Sales Growth as of December 31 , 2019
Bank and Credit Union2%
Independent Broker Dealer0%
Regional Broker Dealer11%
Wirehouse Broker Dealer6%
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