Research and Reporting


Research and 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

  1. Institutional Distributor Annuity Sales Report

    The Saltzman Associates Institutional Distributor Annuity Sales Report is a simple benchmarking tool that allows subscribers to quickly follow sales growth and trends in product mix across individual firms and channels...

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  2. BD 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 insurance ...

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  3. Industry Research

    Saltzman Associates can provide your firm with custom benchmarking reports, market surveys, trend reporting, white-papers, and more.  We regularly provide customized research and reporting services to clients designed to solve ...

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