Insurance Virtual Forum 2023 | Saltzman Associates | 12 July 2023 | Virtual

Saltzman Associates is holding a series of Virtual Forums that will cover issues, challenges, and opportunities related to the business within broker-dealers and banks/credit unions. These sessions are designed to cover a concise 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.

The Insurance meetings are designed to promote the sharing of best practices and strategies related to supporting the sales of insurance within a bank and broker-dealers.

Attendees include executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealers along with third-party broker-dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.

2023 Sponsors

• Mass Mutual Strategic Distributors
• Brighthouse Financial