Insights from the 2026 Insurance & Annuity Executive Roundtable

Where Industry Insight Meets Meaningful Conversation

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, and wealth management.

From the opening market overview through the final discussion on future risks, the agenda reflected the complexity and pace of today’s operating environment. Conversations on industry sales, growth expectations, regulatory priorities, artificial intelligence, vendor governance, and cybersecurity gave participants a valuable forum to compare perspectives and explore practical approaches to shared challenges.

What made the event especially meaningful was not simply the range of topics covered, but the quality of the discussion. Participants brought real-world experience, thoughtful questions, and a willingness to share how their firms are thinking about compliance, supervision, innovation, and risk management. These exchanges helped move the conversation beyond theory and into the practical realities of implementing policies, adopting technology responsibly, and preparing for the next set of industry challenges.

Saltzman Associates is proud to create spaces where these conversations can happen. By bringing together industry leaders with shared responsibilities and different perspectives, the event reinforced the importance of collaboration, peer learning, and trusted relationships across the industry. In a marketplace where firms are continually adapting to new products, evolving regulation, changing client expectations, and emerging technologies, forums like this help participants stay informed, connected, and better prepared.

The discussions also underscored a central theme: progress depends on thoughtful dialogue. Whether the topic was the future of AI in supervision, the nuances of account type considerations, the implications of legislative activity, or the growing importance of cybersecurity and vendor oversight, attendees benefited from hearing how others are interpreting developments and responding within their own organizations.

Thank you to everyone who participated and contributed to such a productive and engaging event. Saltzman Associates looks forward to continuing to support these important industry conversations and to creating opportunities for professionals to learn from one another, strengthen relationships, and navigate what comes next with greater confidence.

Find out more about future events at https://www.saltzmanassociates.com/events.

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Why the next roundtable is worth your time

Future sessions will offer another valuable opportunity to join the conversation, hear how peers across the industry are approaching shared challenges, and take away practical ideas to apply right away. These events continue to provide meaningful perspective, strong dialogue, and actionable insights, and we would encourage anyone interested to join the next roundtable or one of our many other roundtable events.

• Learn how peers are approaching product governance, advisor support, and supervision—so you can benchmark and pressure-test your program.

• Connect with other industry leaders for candid conversations, shared lessons learned, and fresh perspectives.

• Grow by leaving with a short list of practical next steps—workflows, service improvements, and controls you can act on.

If you’d like to learn more about the next event—timing, location, and how to participate—visit the Events page on our website.

IMPORTANT INFORMATION

The material herein has been provided to you for informational purposes only. This material is the property of Saltzman Associates, LLC, and may not be shared without the written permission of Saltzman Associates, LLC. No part of this material may be reproduced in any form or referred to in any other publication without the express written permission of Saltzman Associates. This material is provided for informational purposes only. The information contained herein has been obtained from sources believed to be reliable; however, Saltzman Associates, LLC does not guarantee accuracy or completeness.

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