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We gather and analyze industry insight and information critical for making informed decisions.

Business fundamentals are important, but there is no substitute for data and information. We stay up to date on industry trends, challenges, and tactics through our network of resources and can quantify market trends with data and information obtained through our benchmarking services.


Bringing together industry leaders to discuss developments, trends and current issues.

Our highly popular series of in-person roundtable, virtual forum, and virtual roundtable meetings bring together industry leaders and experts to discuss developments, trends and current issues facing specific distribution channels and product lines.


Let us help your company capitalize on opportunities and grow profitably.

We help clients carefully consider new distribution opportunities and foresee challenges while incorporating an informed perspective on the needs and experiences of many of our industry’s most respected firms.



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

We work with banks, credit unions, broker-dealers, RIAs, investment banks, insurance companies and related financial services companies to provide services including market intelligence, business development, marketing, and product development. Whether the need is information-based consulting, due diligence, or identifying new opportunities, we can help you identify the most profitable strategies, resources, and programs.

Industry Benchmarking

Institutional Distributor Annuity Sales Report

The Saltzman Associates Institutional Distributor Annuity Sales Report is a simple benchmarking tool that allows subscribers to quickly follow changes and trends in sales mix of annuities across individual firms within participating Wirehouses, National and Regional Broker Dealers, Independent Broker Dealers, Bank and Credit Union Broker Dealers, and Third Party investment programs serving smaller financial institutions.

Learn More

  • Insurance Distribution Roundtable
    Thu, Jul 13
    Online Meeting (Zoom)
    Jul 13, 4:00 PM – 5:15 PM EDT
    Online Meeting (Zoom)
    The Insurance Distribution in-person meetings are events designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance through registered financial advisors and investment advisers.
  • Fee-Based Annuity Roundtable
    Aug 02, 12:00 PM MDT – Aug 03, 1:00 PM MDT
    Denver, Ritz Carlton,1881 Curtis Street, Denver, CO 80202, USA
    The Fee-Based Annuity meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting takes a deep dive into the many considerations for these products.
  • Executive - Insurance & Annuity Roundtable
    Sep 13, 6:00 PM EDT – Sep 14, 3:00 PM EDT
    Our Executive meeting is an invitation-only in-person event for senior executives at large/sophisticated financial services firms with responsibilities for the annuity and/or insurance businesses.
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