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Highlights From Our Insurance Roundtable: Learning, Connection, and Fresh Perspectives
From market trends and long-term care planning to technology, advisor engagement, and emerging risks, the conversations connected big-picture developments with the everyday realities of insurance distribution. Just as important was the spirit of collaboration: a willingness to ask questions, exchange experiences, and learn from different perspectives.

Saltzman Associates
Oct 214 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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