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Welcome to SALT-Ed!
Introducing SALT-Ed: a dynamic newsletter dedicated to raising the tide of our industry through education, timely updates, and practical resources. SALT-Ed is designed to be your premier source for industry news, expert insights, event highlights, and actionable tools that empower professionals to grow and connect. Our goal is to elevate the entire community by providing relevant, impactful content that keeps you informed and inspired.
This edition will focus on...
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Market Snapshot
Institutional Distributor Annuity Market Summary Q1 2026
The first quarter of Institutional Distributor annuity sales experienced a shift away from
the fixed annuity segment to the registered annuity segment. Despite the geopolitical uncertainty and declines in the equity markets in Q1, investors seemed to be unphased and strong growth in both traditional VA products and registered index-linked (RILA) products drove the Composite Group annuity market sales up.
Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs & RIAs in Nashville
Saltzman Associates’ Annuity Roundtable for independent broker-dealers (IBDs) and registered investment advisers (RIAs), held in Nashville, brought together leaders across product, distribution, operations, and compliance to talk candidly about what’s working—and what’s changing fast.
2025: A record-breaking year for annuity sales via banks and BDs
In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales in 2025. Banks and broker-dealers did especially well, a new survey finds.
Event Highlights
Institutional Distributor Annuity Market Summary Q1 2026
The first quarter of Institutional Distributor annuity sales experienced a shift away from
the fixed annuity segment to the registered annuity segment. Despite the geopolitical uncertainty and declines in the equity markets in Q1, investors seemed to be unphased and strong growth in both traditional VA products and registered index-linked (RILA) products drove the Composite Group annuity market sales up.
Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs & RIAs in Nashville
Saltzman Associates’ Annuity Roundtable for independent broker-dealers (IBDs) and registered investment advisers (RIAs), held in Nashville, brought together leaders across product, distribution, operations, and compliance to talk candidly about what’s working—and what’s changing fast.
2025: A record-breaking year for annuity sales via banks and BDs
In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales in 2025. Banks and broker-dealers did especially well, a new survey finds.
Industry Updates
Institutional Distributor Annuity Market Summary Q1 2026
The first quarter of Institutional Distributor annuity sales experienced a shift away from
the fixed annuity segment to the registered annuity segment. Despite the geopolitical uncertainty and declines in the equity markets in Q1, investors seemed to be unphased and strong growth in both traditional VA products and registered index-linked (RILA) products drove the Composite Group annuity market sales up.
Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs & RIAs in Nashville
Saltzman Associates’ Annuity Roundtable for independent broker-dealers (IBDs) and registered investment advisers (RIAs), held in Nashville, brought together leaders across product, distribution, operations, and compliance to talk candidly about what’s working—and what’s changing fast.
2025: A record-breaking year for annuity sales via banks and BDs
In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales in 2025. Banks and broker-dealers did especially well, a new survey finds.
Special Features
Institutional Distributor Annuity Market Summary Q1 2026
The first quarter of Institutional Distributor annuity sales experienced a shift away from
the fixed annuity segment to the registered annuity segment. Despite the geopolitical uncertainty and declines in the equity markets in Q1, investors seemed to be unphased and strong growth in both traditional VA products and registered index-linked (RILA) products drove the Composite Group annuity market sales up.
Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs & RIAs in Nashville
Saltzman Associates’ Annuity Roundtable for independent broker-dealers (IBDs) and registered investment advisers (RIAs), held in Nashville, brought together leaders across product, distribution, operations, and compliance to talk candidly about what’s working—and what’s changing fast.
2025: A record-breaking year for annuity sales via banks and BDs
In 2025, favorable economic conditions, along with aging demographics and more advisors selling annuities, led to record-breaking individual annuity sales in 2025. Banks and broker-dealers did especially well, a new survey finds.
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