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About us

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


We work with banks, credit unions, broker-dealers, 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.

Saltzman Associates is a proud supporter of the Boys and Girls Clubs of America.




Our History

Formed in 2009, Saltzman Associates’ focus is to improve our client’s profitability by providing information based solutions and leveraging our broad network of resources. ᅠᅠFrom the beginning, our focus has been on assisting our clients by providing data, information and forums for learning in order to improve our industry’s overall performance.


Saltzman Associates has been proud to work with many of the country’s leading institutions in the financial services industry.  We are very appreciative of their continued support and contributions to our meeting discussions.  A sampling of the firms that have participated in our meetings can be found here.  View Partners and Clients


Our Team

Steve Saltzman

Principal, Owner


 email: steve.saltzman@saltzmanassociates.com


phone:  (704) 243-4512, Ext 101

fax:       (704) 243-4513

Steve Saltzman is the primary business Principal at Saltzman Associates, focusing on our company’s activities related to research, business development consulting and our popular industry roundtables.  As a student of the industry, Steve spends a great deal of time learning from others and translating those insights into actionable information to improve the overall results of our industry.


He organizes and facilitates a number of different industry roundtable groups that are focused on helping institutional distributors grow their investment and insurance business through the use of research, best practices and benchmarking tools.


In addition to working with banks and broker dealers, Saltzman provides counsel to financial product underwriters and service providers to assist them in business development through product design and entering new markets or channels.


With over 24 years in the financial services industry, Mr. Saltzman has held various leadership positions at large intermediary distributors, and at domestic and offshore insurers-- all with a focus on life insurance, annuity and investment distribution.


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


jennifer Saltzman



email:  jennifer.saltzman@saltzmanassociates.com


phone:  (704) 243-4512, Ext 102

fax:       (704) 243-4513

Jennifer Saltzman is the Director of Marketing and Communications for Saltzman Associates. She is responsible for strategy, tactics and programs to create interest, demand and recognition for the company's services.


Her responsibilities include designing, organizing, and managing the marketing functions and website initiatives to achieve the company's objectives while ensuring a marketing message consistent with the corporate direction. Jennifer is also responsible for the event planning associated with the company’s numerous roundtable meetings.


Jennifer has a background in the financial services industry, having held management positions at large insurance companies and bank programs within their sales, marketing and operations areas.

Brian Harrison

Business Development Director


 email: brian.harrison@saltzmanassociates.com


phone:  (704) 243-4512, Ext 103

fax:       (704) 243-4513

Brian Harrison brings nearly two decades of financial services experience as a producer, sales leader and division head to his role supporting growth Initiatives at Saltzman Associates.  Most recently he was the SVP for Life Insurance at Insuretech startup EverQuote, and previously he led sales and operations teams at Mutual of Omaha, Commonwealth Financial Network and Citizens Bank.


 A native of the Boston area, Brian holds degrees from Middlebury College and MIT Sloan School of Management as well as the the CFP®,CLU®, ChFC®, CLTC designations


He's a proud husband and father, loves karaoke, and once served as the lead singer of the 80s cover band the Reaganomics.


Let's succeed in such a complex and competitive world

Get in touch

9218 Skipaway Drive

Waxhaw, NC



+1 704 243 4512

+1 704 243 4513

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