Events


2020 Virtual Forums


Request an invitation to register for a forum

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

Virtual Forum Schedule

Date and Time Subject Channel
May 20 at 4:00 PM (EST) Annuity Broker Dealer
May 21 at 4:00 PM (EST) Annuity Bank/Credit Union
June 3 at 4:00 PM (EST) Insurance Broker Dealer
June 4 at 4:00 PM (EST) Insurance Bank/Credit Union
June 10 at 4:00 PM (EST) Annuity Broker Dealer
June 11 at 4:00 PM (EST) Annuity Bank/Credit Union
June 24 at 4:00 PM (EST) Insurance Broker Dealer
June 25 at 4:00 PM (EST) Insurance Bank/Credit Union
July 8 at 4:00 PM (EST) Annuity Broker Dealer
July 9 at 4:00 PM (EST) Annuity Bank/Credit Union
July 15 at 4:00 PM (EST) Insurance Broker Dealer
July 16 at 4:00 PM (EST) Insurance Bank/Credit Union
July 29 at 4:00 PM (EST) Annuity Broker Dealer
July 30 at 4:00 PM (EST) Annuity Bank/Credit Union
August 5 at 4:00 PM (EST) Insurance Broker Dealer
August 6 at 4:00 PM (EST) Insurance Bank/Credit Union
August 19 at 4:00 PM (EST) Annuity Broker Dealer
August 20 at 4:00 PM (EST) Annuity Bank/Credit Union

Thanks to our Sponsors

 

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