Industry Roundtables

Learn from our network of industry leaders and experts.
Join our very popular group discussions covering developments,
trends and issues affecting the financial services industry.

Industry Benchmarking

Understand where you stand. Make confident and
informed decisions with our benchmarking reports and studies

Custom Consulting

Achieve better results by leveraging
our insights and experience.

Welcome


Saltzman Associates is a strategic marketing consultancy providing consulting services and solutions to institutional distributors and underwriters of insurance and investment products. We work with banks, credit unions, RIAs, broker-dealers, insurance companies, investment banks, asset managers and related financial services companies to provide services including market intelligence, business development, marketing and product development.

Our Services


Research and Reporting

We gather and analyze industry insight and information critical for making informed decisions.

Roundtable Meetings

Bringing together industry leaders to discuss developments, trends and current issues.

Consulting Services

Let us help your
company capitalize on opportunities and grow profitably.

Profit From Our Knowledge


Find out more about our benchmarking reports.

Industry Benchmarking


Institutional Distributor Annuity Sales

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.

The data included 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 dealers.1

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Annuity Sales Growth as of August 31, 2019
  • Bank and Credit Union

    19%
  • Independent Broker Dealer

    6%
  • Regional Broker Dealer

    15%
  • Wirehouse Broker Dealer

    5%

Upcoming Roundtables


Fee-Based Annuity Roundtable


October 17-18 | Nashville, TN

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Bank Insurance Roundtable


November 13-14  |  Miami, FL

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Broker Dealer Annuity Roundtable


December 11-12  |  Miami, FL

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Testimonials