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.

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.

Carriers will have to fight to keep that cash from flowing to competitors’ products in an increasingly crowded and competitive segment.