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Attend the Saltzman Associates Roundtables
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Know where you stand

Participate in our benchmarking studies

Stay ahead

Attend the Saltzman Associates Roundtables
you always get the best guidance

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September 19-20  |  Charlotte, NC

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Doing the right thing, at the right time.

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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  • Annuity Report
  • Advantages
  • Skills

Institutional Distributor Annuity Sales Report - May 31 2019

  • Banks and Credit Unions

  • Independent Broker Dealers

  • Regional and National Broker Dealers

  • Wirehouse Broker Dealers

Our company is your one stop solution for all needs. There is no doubt that we are the leaders and you don't have to worry about our image because it is perfect.

  • 275

    Cases completed

  • 19

    Consultants

  • 130

    Awards won

Our company is your one stop solution for all needs. There is no doubt that we are the leaders and you don't have to worry about our image because it is perfect.

  • 275

    Cases completed

  • 19

    Consultants

  • 130

    Awards won

Testimonials