Research & Reports
Access in-depth research, comprehensive white papers, and specialized financial reports curated for industry leaders and decision-makers.
Flash Survey
Annuity Program Survey
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.
Special Report
Year In Review - Institutional Annuity Market
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.
Brief
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.
Event Highlights
Product & Service Updates
The latest technical enhancements, product changes and service expansions across the industry.
Product Update
Coming Soon!
Service Update
Coming Soon!
Technology Update
Coming Soon!
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