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Services overview

Roundtable Meetings

REsearch and reports

Our highly popular roundtable meetings bring together industry leaders to discuss developments, trends and current issues facing specific distribution channels and product lines.

 

VIew the full schedule of roundtables, including dates and locations.

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.

Consulting services

We help clients carefully consider new distribution opportunities, while incorporating an informed perspective on the needs and experiences of many of our industry’s most respected firms. With Saltzman Associates' help, companies can move quickly and decisively to capitalize on new opportunities.

 

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Roundtable Meetings

Research and Reporting

We gather and analyze industry insight and information that is critical for making confident and informed decisions. This includes benchmarking surveys, trend reporting, whitepapers, and more.

 

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.

 

Please visit our Research & Reporting Page to learn more.

Consulting Services

A combination of intense product change and the acceleration of tax and regulatory changes are compelling distributors and underwriters of insurance and investment solutions to look for new opportunities to meet increased demands for competitiveness, profitability and long-term-growth.

 

We help clients carefully consider new distribution opportunities and challenges, while incorporating an informed perspective on the needs and experiences of many of our industry’s most respected firms. With Saltzman Associates' help, companies can move quickly and decisively to capitalize on opportunities to unlock value and grow profitably

 

Custom consulting services are available. Please contact us to discuss a solution that fits your needs.

Profit from our knowledge

Get in touch

9218 Skipaway Drive

Waxhaw, NC

Telephone

FAX:

+1 704 243 4512

+1 704 243 4513

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