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Research & Reporting

We gather and analyze industry insight and information that is critical for making confident and informed decisions. This includes benchmarking surveys, trend reporting, white-papers, and more.

Business fundamentals are important, but there is no substitute for data and information. We stay up to date on industry trends, challenges, and tactics through our network of resources and can quantify market trends with data and information obtained through our benchmarking services.

We regularly provide customized research and reporting services to clients, designed to solve for specific needs.

Please contact us for more information on how we can help your company.

Available Research

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Institutional Distributor Annuity Sales Report

The Saltzman Associates Institutional Distributor Annuity Sales Report is a monthly benchmarking tool that allows subscribers to quickly follow sales growth and trends in product mix across individual firms and channels, including Wirehouses, National and Regional Broker-Dealers, Independent Broker-Dealers, Bank and Credit Union Broker-Dealers, and Third-Party investment programs serving smaller financial institutions.
 

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 are currently available. The Institutional Distributor Annuity Sales Report is published around the third week of each month and reflects the sales up through the end of the preceding month.

For distributor firms that submit data to the report, there is no cost to participate—and you will receive benchmarking results for each month in which you submit data.

For non-distributor firms, the monthly report is available through an annual subscription.

If you would like to begin receiving this report, please contact us with the form below or email steve.saltzman@saltzmanassociates.com.

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Broker Dealer Insurance Revenue Benchmarking Report

The Saltzman Associates Broker-Dealer Insurance Revenue Benchmarking Report is a quarterly report that provides growth, productivity, and penetration metrics for broker dealers’ efforts related to selling non-annuity insurance. The report includes results from a composite group of BDs, including Wirehouses, National and Regional Broker-Dealers, Independent Broker-Dealers, Bank and Credit Union Broker-Dealers, and Third-Party investment programs serving smaller financial institutions.

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.

We are fortunate to work with some of the most influential organizations in our industry. We appreciate their support and contributions to our business, and we look forward to continuing our work alongside them. A sampling of our clients and roundtable participants are listed below.

 

 

There is no cost to participate for firms that submit data to the report. If you want to start participating and receiving the monthly report, please contact steve.saltzman@saltzmanassociates.com.

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Industry Research

We gather and analyze industry insight and information that is critical for making confident and informed decisions. This includes benchmarking reports, market surveys, trend reporting, white-papers, and more.

Business fundamentals are important, but there is no substitute for data and information. We stay up to date on industry trends, challenges, and tactics through our network of resources and can quantify market trends with data and information obtained through our benchmarking services.

We regularly provide customized research and reporting services to clients, designed to solve for specific needs. Some examples of our work are provided below.

Looking for something?

Please fill out the form to request more information on our research and reports. Looking for something not listed, there is a good possibility we have it, so just ask. A member of our team will be happy to assist you. 

Research Inquiry

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