Introducing

SALT-Ed Newsletter

Your premier source for industry news, expert insights, event highlights, and actionable tools that empower growth and connections.

Featured Stories

Introducing SALT-Ed!

We're excited to announce the launch of SALT-Ed – the latest initiative from Saltzman Associates.

At Saltzman Associates, we believe that sharing knowledge and fostering education are essential to bettering our industry for everyone involved. Through SALT-ED, we aim to connect the dots between current events, expert opinions, and actionable learning...

Year In Review

The first quarter of Institutional Distributor annuity sales experienced a shift away from the fixed annuity segment to the registered annuity segment. Despite

Takeaways from the Structured Products Roundtable

The 2026 Structured Products Roundtable brought together a thoughtful cross-section of industry participants for a candid and highly relevant discussion on where the market is headed, how firms are adapting, and what it will take to grow responsibly...

Wirehouses’ Volume of Individual Annuity Sales Rose 18% in 2025

Sales of RILAs at the four full-service national broker-dealers rose 37% year-over-year, according to a new report on annuity distribution

Research & Reports

Saltzman Associates

Mar 2

2025 Year In Review: Institutional Annuity Market

2025 Annuity Market Year In Review: Insights from Saltzman Associates

Since 2016, Saltzman Associates has been collecting and benchmarking institutional distribution annuity sales data. We are pleased to present our insights and expertise regarding the annuity market, sharing what we have learned over the past year.

Research & Reports

Todd Giesing

Feb 19

Annuity Startups Look to Independent Agents for Market Foothold

With big incumbents dominating shelf space at banks and large financial firms, small shops are the tip of the spear for annuity upstarts to drive sales growth.

Product/Service Updates