It's a brand new world and we are adapting out highly popular series of roundtable meetings to be more suitable to you at this time. Introducing our new web-based series of virtual forums. We hope you will join us.
Saltzman Associates will be holding a seriew of Virtual Forums during the summer of 2020, which will cover issues, challenges and opportunities related to the annuity and insurance businesses within broker dealers and banks/credit unions.
These sessions are designeed to cover a consise list of agenda topics. Similar to our face-to-face roundtables, our sessions are designed to encourage broad participation and open discussion among all attendees. Virtual Forum meetings will be held on a recurring basis so that each distribution channel/topic area will occur on approximante 3-week cycle (calendar is below).
Special Series: Process changes during COVID-19
Please join us for our inaugural virtual forum to discuss recent changes and process impacts to the insurance business as brought on by the COVID-19 crisis.
April 28th at 4:30 PM (ET) Insurance
May 20th at 4:00 PM (ET) Broker Dealer Annuity
May 21st at 4:00 PM (ET) Bank/Credit Union Annuity