Features

Broker Dealer Insurance

Distribution Roundtable

Join us in New Orleans for the Broker Dealer Insurance Distribution Roundtable in March.  Registration is open but spots are limited, so register today.

For more information and registration link...

Fiduciary Rule Updates

Find the latest updates and resources around the US Department of Labor (DOL) final fiduciary and conflict of interest regulations.  These new rules usher in very significant changes to the regulations governing retirement plans and individual retirement accounts (IRAs).

Save the date in 2017

We are pleased to present the Roundtable Schedule for 2017.  We hope that you will plan on joining us for one or several of these events.

You can help us with our planning by submitting your RSVP. Let us know which meeting you would like to attend.

TOTAL ANNUITY SALES GROWTH AS OF DEC 31, 2016

-29%

REGIONAL & NATIONAL BDs

INDEPENDENT BDs

BANKS & CREDIT UNIONS

-5%

-10%

-24%

WIREHOUSE BDs

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 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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Events

March 14-15
May 16-17
May 16-17

Broker Dealer Insurance Distribution Roundtable

Bank & Credit Union   Annuity Roundtable

Broker Dealer Annuity Roundtable

New Orleans, LA

Omni Royal Orleans Hotel

 

New Orleans, LA

Omni Royal Orleans Hotel

 

Nashville, TN

The Hermitage Hotel

 

Get in touch

9218 Skipaway Drive

Waxhaw, NC

Telephone

FAX:

+1 704 243 4512

+1 704 243 4513

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