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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.

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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.

Learn More

  • Annuity for Rountable for IBD
    Annuity for Rountable for IBD
    Mon, Mar 18
    Four Seasons Nashville
    Four Seasons Nashville, 100 Demonbreun St, Nashville, TN 37201, USA
    Four Seasons Nashville, 100 Demonbreun St, Nashville, TN 37201, USA
  • Structured Products Roundtable
    Structured Products Roundtable
    Wed, Apr 17
    Ritz Carlton Boston
    Ritz Carlton Boston, 10 Avery St, Boston, MA 02111, USA
    Ritz Carlton Boston, 10 Avery St, Boston, MA 02111, USA
    The 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
  • Annuity for Rountable for Banks, Wires & Regionals
    Annuity for Rountable for Banks, Wires & Regionals
    Thu, May 09
    Omni Nashville Hotel
    Omni Nashville Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USA
    Omni Nashville Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USA
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