MAKING CONNECTIONS
DELIVERING
RESULTS
RESEARCH & REPORTING
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.
NETWORKING
EVENTS
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.
CONSULTING SERVICES
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.
ABOUT US
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.
Annuity for Rountable for Banks, Wires & RegionalsThu, May 09Omni Nashville HotelOmni Nashville Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USAOmni Nashville Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USAHeld semi-annually since 2012, the Annuities meetings are in-person events that are focused on trends, opportunities, issues, and developments related to the sale and use of annuities through registered financial advisors and investment advisers.
Outsourced Insurance Desk (OID) Virtual RoundtableThu, May 23Virtual RoundtableVirtual RoundtableVirtual RoundtableThe Outsourced Insurance Desk (OID) Virtual Roundtable is a virtual meeting focused on trends in the distribution of insurance and annuities through these new and emerging organizations. We take a deeper dive into these organizations and the models they employ and discuss important considerations- Insurance Virtual ForumThu, Jun 06Virtual RoundtableVirtual RoundtableVirtual RoundtableThe Insurance Distribution Virtual Forum is a virtual meeting meant to cover current events and updates related to life and long-term care insurance distribution through securities-based advisors. This 1 ¼ hour session provides a meaningful touchpoint for those responsible for this line of business
Structured Products RoundtableWed, Apr 17Ritz Carlton BostonRitz Carlton Boston, 10 Avery St, Boston, MA 02111, USARitz Carlton Boston, 10 Avery St, Boston, MA 02111, USAThe Structured Products meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering structured notes and deposits. This meeting takes a deep dive into the many opportunities and challenges for firms offering or considering offering these product
News & Notables
