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Annuity Startups Look to Independent Agents for Market Foothold
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.

Saltzman Associates
Feb 21 min read
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Tidal Wave of Fixed-Rate Annuity Turnover to Hit $66B This Year - Life Annuity Specialist
Carriers will have to fight to keep that cash from flowing to competitors’ products in an increasingly crowded and competitive segment.

Saltzman Associates
Jan 301 min read
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Considerations for the New DOL Retirement Security Rule and Amended PTEs
This session will be moderated by Steve Saltzman and is geared towards institutional distributors of investments and annuities and a discuss

Saltzman Associates
Jun 6, 20241 min read
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