<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Salt-Ed]]></title><description><![CDATA[Empowering Financial Knowledge and Insight]]></description><link>https://salt-ed.saltzmanassociates.com/blog</link><generator>RSS for Node</generator><lastBuildDate>Tue, 30 Jun 2026 20:19:47 GMT</lastBuildDate><atom:link href="https://salt-ed.saltzmanassociates.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Institutional Distributor Annuity Market Summary Q1 2026]]></title><description><![CDATA[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.]]></description><link>https://salt-ed.saltzmanassociates.com/post/institutional-distributor-annuity-market-summary-q1-2026</link><guid isPermaLink="false">6a428e3b2ab495060d8b2668</guid><category><![CDATA[Industry News]]></category><category><![CDATA[Research & Reports]]></category><pubDate>Thu, 30 Apr 2026 16:11:53 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_237c363a418747eba5a7ca8824cd0b91~mv2.png/v1/fit/w_826,h_792,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Todd Giesing</dc:creator></item><item><title><![CDATA[Structured Products Roundtable 2026: Key Themes, Practical Takeaways, and Why the Conversation Mattered]]></title><description><![CDATA[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.]]></description><link>https://salt-ed.saltzmanassociates.com/post/structured-products-roundtable-2026-key-themes-practical-takeaways-and-why-the-conversation-matte</link><guid isPermaLink="false">6a428e3b2ab495060d8b2673</guid><category><![CDATA[Events]]></category><pubDate>Tue, 16 Jun 2026 17:53:20 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_d128f10c7bdf4b11b0041ad3f36658ff~mv2.jpeg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs &#38; RIAs in Nashville]]></title><description><![CDATA[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. ]]></description><link>https://salt-ed.saltzmanassociates.com/post/key-takeaways-from-the-saltzman-associates-annuity-roundtable-for-ibds-rias-in-nashville</link><guid isPermaLink="false">6a428e3b2ab495060d8b2672</guid><category><![CDATA[Events]]></category><pubDate>Mon, 30 Mar 2026 17:24:49 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_08962c90b9ca4994a45dafc6d61b6b5e~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[2025: A record-breaking year for annuity sales via banks and BDs]]></title><description><![CDATA[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.]]></description><link>https://salt-ed.saltzmanassociates.com/post/2025-a-record-breaking-year-for-annuity-sales-via-banks-and-bds</link><guid isPermaLink="false">6a428e3b2ab495060d8b2671</guid><category><![CDATA[Industry News]]></category><category><![CDATA[Research & Reports]]></category><pubDate>Wed, 18 Mar 2026 14:56:07 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_2a68fdd1c9c04eca87a2dca3932cedc7~mv2.jpg/v1/fit/w_1000,h_610,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Wirehouses’ Volume of Individual Annuity Sales Rose 18% in 2025]]></title><description><![CDATA[Sales of RILAs at the four full-service national broker-dealers rose 37% year-over-year, according to a new report on annuity distribution]]></description><link>https://salt-ed.saltzmanassociates.com/post/wirehouses-volume-of-individual-annuity-sales-rose-18-in-2025</link><guid isPermaLink="false">6a428e3b2ab495060d8b266e</guid><category><![CDATA[Research & Reports]]></category><category><![CDATA[Industry News]]></category><category><![CDATA[Product & Service Updates]]></category><pubDate>Mon, 02 Mar 2026 17:39:59 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_5115bc9b340947e391591fbc44328f72~mv2.jpg/v1/fit/w_1000,h_801,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[2025 Annuity Market Year In Review: Insights from Saltzman Associates]]></title><description><![CDATA[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.]]></description><link>https://salt-ed.saltzmanassociates.com/post/2025-annuity-market-year-in-review</link><guid isPermaLink="false">6a428e3b2ab495060d8b2667</guid><category><![CDATA[Research & Reports]]></category><category><![CDATA[Industry News]]></category><category><![CDATA[Product & Service Updates]]></category><pubDate>Thu, 19 Feb 2026 18:14:23 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_23148d6aa9f64fcba7312a3af80650e4~mv2.jpg/v1/fit/w_1000,h_628,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Todd Giesing</dc:creator></item><item><title><![CDATA[Annuity Startups Look to Independent Agents for Market Foothold]]></title><description><![CDATA[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.]]></description><link>https://salt-ed.saltzmanassociates.com/post/annuity-startups-look-to-independent-agents-for-market-foothold</link><guid isPermaLink="false">6a428e3b2ab495060d8b266f</guid><category><![CDATA[Product & Service Updates]]></category><category><![CDATA[Industry News]]></category><pubDate>Mon, 02 Feb 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_13798b27e3fc42e58c5068d4db167cca~mv2.jpg/v1/fit/w_1000,h_800,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Tidal Wave of Fixed-Rate Annuity Turnover to Hit $66B This Year - Life Annuity Specialist]]></title><description><![CDATA[Carriers will have to fight to keep that cash from flowing to competitors’ products in an increasingly crowded and competitive segment.]]></description><link>https://salt-ed.saltzmanassociates.com/post/tidal-wave-of-fixed-rate-annuity-turnover-to-hit-66b-this-year-life-annuity-specialist</link><guid isPermaLink="false">6a428e3b2ab495060d8b2670</guid><category><![CDATA[Industry News]]></category><category><![CDATA[Research & Reports]]></category><pubDate>Fri, 30 Jan 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_e8016be2a619409e8dfa1ecd6e220353~mv2.jpg/v1/fit/w_1000,h_800,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Aligning Virtual Event Objectives for Success]]></title><description><![CDATA[Virtual events have become essential tools for connecting and keeping the conversation relevant. These sessions provide a platform for meaningful dialogue, knowledge sharing, and strategic collaboration. ]]></description><link>https://salt-ed.saltzmanassociates.com/post/aligning-virtual-forum-and-roundtable-objectives-for-success</link><guid isPermaLink="false">6a428e3b2ab495060d8b266d</guid><category><![CDATA[Events]]></category><pubDate>Mon, 26 Jan 2026 15:06:22 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_c1145669eabe44f99744c7305ebecf58~mv2.png/v1/fit/w_1000,h_768,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Exciting New Collaboration Announcement for Saltzman Associates]]></title><description><![CDATA[We are thrilled to share news that marks a significant milestone in our journey. Today, we announce a new partnership that enhances our offerings. This collaboration is not just a strategic move; it represents a shared vision and commitment to innovation and quality that ultimately benefits our clients. ]]></description><link>https://salt-ed.saltzmanassociates.com/post/sa_lxc_collaboration_announcement</link><guid isPermaLink="false">6a428e3b2ab495060d8b266c</guid><category><![CDATA[Company News]]></category><category><![CDATA[Events]]></category><pubDate>Wed, 05 Nov 2025 22:26:10 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_6c2b4a43ed2f46339f6e25c6384b3e35~mv2.jpg/v1/fit/w_1000,h_800,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[Considerations for the New DOL Retirement Security Rule and Amended PTEs]]></title><description><![CDATA[This session will be moderated by Steve Saltzman and is geared towards institutional distributors of investments and annuities and a discuss]]></description><link>https://salt-ed.saltzmanassociates.com/post/considerations-for-the-new-dol-retirement-security-rule-and-amended-ptes</link><guid isPermaLink="false">6a428e3b2ab495060d8b266b</guid><category><![CDATA[Industry News]]></category><pubDate>Thu, 06 Jun 2024 12:48:02 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_88d8b393fe134aa18b86205acd47652c~mv2.jpg/v1/fit/w_500,h_500,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Saltzman Associates</dc:creator></item><item><title><![CDATA[IMPORTANT REGULATORY UPDATE: DOL Proposal Virtual Roundtable Notice]]></title><description><![CDATA[Steve Saltzman will moderate the upcoming Virtual Roundtable on the DOL's Proposed Changes and Considerations for Client-Facing Firms.  This session will be geared towards institutional distributors of investments and annuities and a discussion of best practices related to the DOL’s new Retirement Security Rule and amended PTEs. In addition to insights from our meeting attendees, this meeting will feature insights and input from Fred Reish, Esq ., a partner in Faegre Drinker’s Benefits &#38;...]]></description><link>https://salt-ed.saltzmanassociates.com/post/important-regulatory-update-dol-proposal-virtual-roundtable-notice-1</link><guid isPermaLink="false">6a428e3a2ab495060d8b2664</guid><pubDate>Tue, 07 May 2024 15:45:33 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_34078f7cbe204225908a4a6c80332001~mv2.jpg/v1/fit/w_1000,h_899,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jennifer Saltzman</dc:creator></item><item><title><![CDATA[Saltzman Associates Welcomes Todd Giesing to the Team]]></title><description><![CDATA[Todd Giesing will be joining the team as Vice President of Business Development at the beginning of the new year.  ]]></description><link>https://salt-ed.saltzmanassociates.com/post/saltzman-associates-welcomes-todd-giesing-to-the-team</link><guid isPermaLink="false">6a428e3a2ab495060d8b2663</guid><category><![CDATA[Company News]]></category><pubDate>Tue, 05 Dec 2023 22:17:10 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6167cf_0a0cdbeae5e74315ac99efeac7ececdc~mv2.png/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Jennifer Saltzman</dc:creator></item></channel></rss>