About Us

Saltzman Associates is a strategic marketing consultancy providing consulting services and solutions to distributors and underwriters of insurance and investment products. 

Formed in 2008, Saltzman Associates’ focus is to improve our client’s profitability by providing information based solutions and leveraging our broad network of resources.  We are proud to improve the overall effectiveness of their products and services.  Saltzman Associates is also proud to have associations with a number of industry leading organizations including Kehrer-LIMRA and ALIRT Insurance Research among others.

Company Director

Steven E. Saltzman, Principal

With nearly 20 years in the financial services industry, Mr. Saltzman has held various leadership positions at large intermediary distributors, US and offshore insurers with a focus on life insurance, annuity and investment products. His company, Saltzman Associates, provides marketing and business development services to banks, broker-dealers, insurance companies and related financial services companies to provide services including market intelligence, business development, marketing, product development and reinsurance strategies. 

Mr. Saltzman has extensive domestic and international experience in insurance and investment marketing and distribution. He was the Chief Marketing Officer of Northstar Financial Services Ltd. and its operating subsidiaries (Northstar Financial Services (Bermuda) Ltd. and NFSB Investments Ltd.), and he held executive positions with JP Morgan Chase's Insurance Group, including responsibility for all retail insurance distribution through the branch network and bank channel management within the corporation's insurance underwriting subsidiaries. During his career, he has implemented and supervised insurance and annuity programs that have produced billions of dollars in sales volume and premiums.

A graduate of University of Southern Mississippi, Mr. Saltzman lives with his wife, Jennifer, and their two sons in the Charlotte, NC area.


Jennifer Saltzman, Director of Marketing and Events

Jennifer Saltzman is Director of Marketing and Events for Saltzman Associates.   She is responsible for the strategy, tactics and programs to create interest, demand and recognition for the company's services. Her responsibilities include designing, organizing, and managing all marketing functions and website initiatives to achieve the company objective of sales, growth, profits, and visibility while ensuring a marketing message and positioning on a world wide basis consistent with the corporate direction.

Jennifer has a background in the financial services industry with a focus on annuity and investment product sales.  She has held management positions at large insurance companies and bank programs within their sales, marketing and operations areas.  She has even managed her own marketing company serving real estate professionals and many other local small businesses.

Jennifer is heavily involved in community outreach programs, such as First Book-Charlotte, chairing their largest local fundraising gala,  and continues to manage their marketing efforts and website design.  She is also a fundraising chair for the local elementary school.