Events


2020 Virtual Forums


Saltzman Associates will be holding a series of Virtual Forums during the summer of 2020, which will be held on a recurring basis so that each distribution channel/topic area will occur on approximante 3-week cycle (calendar is below).

Virtual Forum Series Highlights 

  • Covering issues, challenges and opportunities related to the annuity and insurance businesses within broker dealers and banks/credit unions.
  • NOT A WEBINAR - Similar to our face-to-face roundtables, our online sessions are designed to encourage broad participation and open discussion among all attendees.
  • A concise list of agenda topics with the input of our attendees

Virtual Forum Series Schedule - All Virtual Forums take place at 4:00 PM EST unless otherwise noted.

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Date and Time Subject Register
05/20 Broker Dealer Annuity Register
05/21 Bank & Credit Union Annuity Register
06/3 Broker Dealer Insurance Register
06/4 Bank & Credit Union Insurance Register
06/10 Broker Dealer Annuity Register
06/11 Bank & Credit Union Annuity Register
06/24 Broker Dealer Insurance Register
06/25 Bank & Credit Union Insurance Register
07/08 Broker Dealer Annuity Register
07/09 Bank & Credit Union Annuity Register
047/15 Broker Dealer Insurance Register
07/16 Bank & Credit Union Insurance Register
07/29 Broker Dealer Annuity Register
07/03 Bank & Credit Union Annuity Register
08/05 Broker Dealer Insurance Register
08/06 Bank & Credit Union Insurance Register
08/19 Broker Dealer Annuity Register
08/20 Bank & Credit Union Annuity Register
09/02 Broker Dealer Insurance Register
09/03 Bank & Credit Union Insurance Closed

09/15

Structured Products  (4:15 PM EST) Register
09/16 Broker Dealer Annuity Register
09/17 Bank & Credit Union  Annuity Register
09/23 Insurance & Annuity Executive Roundtable Register
09/30 Broker Dealer  Insurance Register
10/01 Bank & Credit Union Insurance Register
10/06 Structured Products (4:15 PM EST) Register
10/07 Broker Dealer Annuity Register
10/08 Bank & Credit Union Annuity Register
Date Topic and Channel  Register
11/04 Broker Dealer Insurance Register
11/05 Bank & Credit Union Insurance Register
11/10 Structured Products ( 4:15 PM ) Register
11/11 Broker Dealer Annuity Register 
11/12 Bank & Credit Union Annuity Register
12/02 Broker Dealer Insurance Register
12/03 Bank & Credit Union Insurance Register
12/08 Structured Products (4:15 PM EST) Register
12/09 Broker Dealer Annuity Register
12/10 Bank & Credit Union Annuity Register

 

Thanks to our Sponsors

 

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