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Introducing
SALT-Ed Newsletter
Your premier source for industry news, expert insights, event highlights, and actionable tools that empower growth and connections.


Special Guest:
A spotlight on a person, product, or service. To boost the post’s SEO, include a keyword in the title. Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be avoided once app
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Special Guest:
A spotlight on a person, product, or service. To boost the post’s SEO, include a keyword in the title. Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be avoided once app

Jennifer Saltzman
Jan 282 min read


The Impacts of New Regulations
Lets talk about what happened at BISA To boost the post’s SEO, include a keyword in the title. Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be avoided once applying yo

Jennifer Saltzman
Jan 282 min read


Takeaways from BISA Conference
Lets talk about what happened at BISA To boost the post’s SEO, include a keyword in the title. Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be avoided once applying yo

Jennifer Saltzman
Jan 282 min read


Structured Products Roundtable
Coming up next Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be avoided once applying your useful tips. Before listing your tips below, add one last sentence that sums

Jennifer Saltzman
Jan 282 min read


Highlights from the Insurance Roundtable
Lets talk about what happened during the Insurance Roundtable. To boost the post’s SEO, include a keyword in the title. Now that we’ve introduced your topic with a short and catchy title, it’s time to write your introductory paragraph. This is your chance to grab your reader’s attention. You can explain why you are the best person to give advice on this topic; share a personal story that reflects your own experience on the subject; and/or highlight common mistakes that can be

Jennifer Saltzman
Jan 282 min read


Year-End Review
Sample Titles: Product Review: The Latest in Wireless Headphones or The Affordable Baby Crib Every Expectant Parent Wants or It’s Finally Here! The Ideal Carry-On Luggage To boost the post’s SEO, include a keyword in the title. Product reviews are great if you want to compare products or gear for your readers. They'll keep coming back to you for your expertise and real world examples. Every reliable product review should start with an introductory paragraph. This is your cha

Jennifer Saltzman
Jan 283 min read


Quarterly Market Snapshot
by Todd Giesing March 2026 Lorem ipsum dolor sit amet consectetur adipiscing elit. Quisque faucibus ex sapien vitae pellentesque sem placerat. In id cursus mi pretium tellus duis convallis. Tempus leo eu aenean sed diam urna tempor. Pulvinar vivamus fringilla lacus nec metus bibendum egestas. Iaculis massa nisl malesuada lacinia integer nunc posuere. Ut hendrerit semper vel class aptent taciti sociosqu. Ad litora torquent per conubia nostra inceptos himenaeos. Objective 1 Lor

Jennifer Saltzman
Jan 282 min read


Aligning Virtual Event Objectives for Success
Virtual events have become essential tools for connecting and keeping the conversation relevant. These sessions provide a platform for meaningful dialogue, knowledge sharing, and strategic collaboration.

Saltzman Associates
Jan 262 min read


Exciting New Collaboration Announcement for Saltzman Associates
We are thrilled to share news that marks a significant milestone in our journey. Today, we announce a new partnership that enhances our offerings. This collaboration is not just a strategic move; it represents a shared vision and commitment to innovation and quality that ultimately benefits our clients.

Saltzman Associates
Nov 5, 20253 min read


Considerations for the New DOL Retirement Security Rule and Amended PTEs
This session will be moderated by Steve Saltzman and is geared towards institutional distributors of investments and annuities and a discuss

Saltzman Associates
Jun 6, 20241 min read


IMPORTANT REGULATORY UPDATE: DOL Proposal Virtual Roundtable Notice
Steve Saltzman will moderate the upcoming Virtual Roundtable on the DOL's Proposed Changes and Considerations for Client-Facing Firms. This session will be geared towards institutional distributors of investments and annuities and a discussion of best practices related to the DOL’s new Retirement Security Rule and amended PTEs. In addition to insights from our meeting attendees, this meeting will feature insights and input from Fred Reish, Esq ., a partner in Faegre Drinker’

Jennifer Saltzman
May 7, 20241 min read


2024 Networking Event Schedule
The 2024 Event Schedule is out, and registration is open! We have released the 2024 Saltzman Associates networking event schedule, which includes both in-person roundtable, online virtual roundtable, and online virtual forums. Visit the Events page to see the full 2024 schedule and access registration links. We can't wait to see you there! Dates and locations are subject to change, so refer to the Events page to keep up with the latest details.

Jennifer Saltzman
Dec 6, 20231 min read


Saltzman Associates Welcomes Todd Giesing to the Team
Todd Giesing will be joining the team as Vice President of Business Development at the beginning of the new year.

Jennifer Saltzman
Dec 5, 20232 min read
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