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2018 Roundtable schedule
Institutional distributor Annuity Sales Report
Our highly popular roundtable meetings bring together industry leaders to discuss developments, trends and current issues facing specific distribution channels and product lines.
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.
Read the latest industry updates including Fiduciary Rule, SEC Updates and more.
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.