Research and Reporting


Institutional Distributors Annuity Sales Report

The Saltzman Associates Institutional Distributor Annuity Sales Report is a monthly benchmarking tool that allows subscribers to quickly follow sales growth and trends in product mix across individual firms and channels, including 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.

The data contained in Saltzman Associates Institutional Distributor Annuity Sales Report 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 dealer. *

*as of December 2018

For distributor firms that submit data to the report, there is no cost to participate—and you will receive benchmarking results for each month in which you submit data.

For non-distributor firms, the monthly report is available through an annual subscription.

If you would like to begin receiving this report, please contact us with the form below or email steve.saltzman@saltzmanassociates.com.

 

 

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