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Insights from the 2026 Insurance & Annuity Executive Roundtable
In an industry defined by constant change, the opportunity to step away from day-to-day demands and engage in thoughtful, candid conversation with peers is more important than ever. That was the value at the heart of the Saltzman Associates Insurance & Annuity Executive Roundtable event, where professionals gathered to discuss the market forces, regulatory priorities, technology developments, and emerging risks shaping the future of insurance, annuities, structured products,

Saltzman Associates
5 days ago3 min read


Structured Products Roundtable 2026: Key Themes, Practical Takeaways, and Why the Conversation Mattered
The 2026 Structured Products Roundtable brought together a thoughtful cross-section of industry participants for a candid and highly relevant discussion on where the market is headed, how firms are adapting, and what it will take to grow responsibly.

Saltzman Associates
Jun 167 min read


Key Takeaways from the Saltzman Associates Annuity Roundtable for IBDs & RIAs in Nashville
Saltzman Associates’ Annuity Roundtable for independent broker-dealers (IBDs) and registered investment advisers (RIAs), held in Nashville, brought together leaders across product, distribution, operations, and compliance to talk candidly about what’s working—and what’s changing fast.

Saltzman Associates
Mar 304 min read
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