Annuity Program Survey
As the individual annuity market continues to grow, understanding annuity programs within institutional distribution is critical. This report will provide clarity and understanding to help firms navigate Annuity Programs.
Since 2024, Saltzman Associates has been collecting data on institutional distribution annuity programs. We are pleased to present our insights and expertise regarding the annuity programs within banks, and broker-dealers, sharing what we have learned and uncovered.
The Composite Group in our annuity program survey consists of 25 banks and broker-dealers (BDs) in 2025. This review centers on annuity distribution channels across banks, independent broker-dealers, regional and national broker-dealers, as well as wirehouses.
If you have questions, please contact Todd Giesing at todd.giesing@saltzmanassociates.com.
For distribution firms that participated in the survey, a complimentary copy of the report will be provided.
Request Your Copy
If you have questions, please contact Todd Giesing at todd.giesing@saltzmanassociates.com.
For distribution firms that participated in the survey, a complimentary copy of the report will be provided.
