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.
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.
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.
- Wed, 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
- Thu, May 09Omni Nashville HotelOmni Nashville Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USA