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Upcoming Events

CHARLOTTE

DAYS UNTIL EVENT

August 28-29

Large Bank & BD Insurance and Annuity Executive Roundtable

Charlotte, NC

Ritz Carlton

CHARLOTTE

DAYS UNTIL EVENT

September 19-20

Broker Dealer Insurance Distribution Roundtable

Charlotte, NC

Ritz Carlton

NASHVILLE

DAYS UNTIL EVENT

October 17-18

Bank & Broker Dealer

Fee-Based Annuity Roundtable

Nashville, TN

Hilton Uptown

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.

Learn More

A

Total YTD Annuity Sales Growth as of

May 31, 2019

0
%
0
%
0
%
0
%

Bank & Credit Unions

Independent Broker DealersRegional & National Broker Dealers

Wirehouse Broker Dealers

Features

2020 Roundtable schedule is here!

We are excited to present the 2020 Saltzman Associates Roundtable schedule.With a new year comes new ideas, and new topics for debate and discussion.

 

Registration for these meetings will open soon, in the mean time please mark your calendars and plan on joining us. We look forward to seeing you there.

Institutional distributor Annuity Sales Report

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.

 

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