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Saltzman Associates Releases 2026 Annual Annuity Program Survey: Inside the Playbook for Institutional Annuity Distribution
Drawing on data collected since 2024 across 25+ banks and broker-dealers, the report delivers a rare, firm-level look at how annuity programs operate inside institutional distribution — and gives carriers, distributors, and product teams a benchmark to measure themselves against.

Saltzman Associates
Jul 243 min read


Institutional Distributor Annuity Market Summary Q2 2026
Strong equity market performance fueled Saltzman Associates Composite Group growth in June. Overall annuity sales increased 8 percent in the month as registered annuity products surg
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 annu

Todd Giesing
Aug 65 min read


Structured Products Roundtable 2026: Key Themes, Practical Takeaways, and Why the Conversation Mattered
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.

Saltzman Associates
Jun 167 min read
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