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Insights from the 2026 Insurance & Annuity Executive Roundtable
In an industry defined by constant change, the opportunity to step away from day-to-day demands and engage in thoughtful, candid conversation with peers is more important than ever. That was the value at the heart of the Saltzman Associates Insurance & Annuity Executive Roundtable event, where professionals gathered to discuss the market forces, regulatory priorities, technology developments, and emerging risks shaping the future of insurance, annuities, structured products,

Saltzman Associates
5 days ago3 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


The Slippery Slope of Subsidization
There’s a number by which every FIA is judged: the S&P 500 cap. It’s the figure that dominates sales presentations, drives competitive positioning, and often determines whether a product flies off the shelf or collects dust. But here’s what most people don’t realize. That shiny, competitive cap plastered across marketing materials might actually be a modest crediting budget wearing a very expensive disguise. View Resource

Saltzman Associates
Jun 31 min read
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