Annuity Sales Report

Useful Benchmarking Data Available When You Need it

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 Wirehouses, National and Regional Broker Dealers, Independent Broker Dealers, Bank and Credit Union Broker Dealers, and Third Party investment programs serving smaller financial institutions.

 

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.

 

The Institutional Distributor Annuity Sales Report is published around the third week of each month and reflects the sales up through the end of the preceding month.  For firms that submit data to the report, there is no cost to participate.

If you would like to start participating and receiving the monthly report, please contact steve.saltzman@saltzmanassociates.com.

 

 

As of the latest issue of this report, the data contained within 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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