Research and Reporting

Broker Dealer Insurance Revenue Benchmarking Report

The Saltzman Associates Broker-Dealer Insurance Revenue Benchmarking Report is a quarterly report that provides growth, productivity and penetration metrics for broker dealers’ efforts related to selling non-annuity insurance. The report includes results from a composite group of BDs, 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.

We are fortunate to work with some of the most influential organizations in our industry. We are very appreciative of their support and contributions to our business, and we look forward to continuing our work along-side them. A sampling of our clients and roundtable participants are listed below.


*as of June 2019

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