ABOUT US
Saltzman Insights provides data-driven services designed by industry experts, enabling companies to manage their annuity and life insurance programs holistically. We combine industry expertise with customized technology platforms to empower firms to effectively manage their programs for the betterment of clients, advisors and management. Our solutions provide comprehensive insight into your data-- from the aggregate to the detailed-- with a set of tools tailored to your firm’s needs.
Saltzman Insights LLC. (“Saltzman Insights”) was founded in June of 2019 with the goal of providing distributors and providers of Insurance and Annuity products with technology solutions and industry expertise to better manage their Insurance and Annuity businesses.
Steve Saltzman and Christopher Mattera are the co-founders of Saltzman Insights. Saltzman is also the owner of Saltzman Associates, a strategic marketing consultancy providing services and solutions to institutional distributors and underwriters of investment and insurance products. Saltzman has been a student of the industry for over 30 years. With expertise in marketing strategies, product and process design, and regulatory compliance, Saltzman leverages his experience and vast industry network to inform the design and function of the tools made available through Saltzman Insights. Mattera brings extensive industry experience with over 30 years designing and managing successful Insurance and Annuity Programs from both the Firm and Product Provider perspectives. Mattera leads Saltzman Insights’ efforts in designing and implementing technology solutions for our clients.
Saltzman Insights has developed Distributor Insights, a software as a service (“SaaS”) solution, to provide Firms with a solution that they can tailor to holistically support all aspects of their Insurance and Annuity programs.
Saltzman insights has also developed a second SaaS solution, known as the Partner Portal. The Partner Portal enables Firms and their participating Product Providers to access summarized Firm sales intelligence mapped to each Product Provider’s own sales hierarchy. With access to daily updates of firm sales data, authorized Product Providers benefit from improved intelligence — enhancing their ability to support the Firm’s advisors. Client-facing distribution firms benefit from improved Product Providers support and by gaining insights into the effectiveness of their Product Providers’ support.
Our Team
Dedication. Expertise. Passion.
STEVEN E. SALTZMAN
President and Co-Founder
+1 704 243 4512, ext 101
Steve Saltzman, the President and co-founder of Saltzman Insights, as well as the proprietor of Saltzman Associates, a strategic marketing consultancy that offers consulting services and solutions to institutional distributors and underwriters of investment and insurance products. With over three decades of experience in the financial services industry, Steve is a student of the industry who translates his insights into actionable information and solutions to improve the industry's overall results.
Steve's expertise extends to working with banks, broker-dealers, RIAs, investment banks, asset managers, insurance underwriters, and other service providers to assist them with improvements to marketing and support strategies, product design, and entering new markets.
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Prior to his current role, Steve held executive positions at Northstar Financial Services (Bermuda) Ltd., JPMorgan Chase, and First Union Bank.
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A graduate of the University of Southern Mississippi, Saltzman lives with his wife, Jennifer, and their two sons in the Charlotte, NC area.
CHRISTOPHER MATTERA
Executive Vice President and Chief Operating Officer
+1 704 243 4512, ext 104
Chris, our Chief Operating Officer, boasts 30+ years of industry experience in designing and managing successful Life and Annuity Programs from both the distributor and product provider perspectives.
With expertise in project management, product development, operations, systems, compliance, and marketing, he leads our team's efforts in designing and implementing technology solutions for clients.
Before joining us, Chris served as the Executive Vice President of Operations at Northstar Financial Services for 14 years.
CHRISTINE MURPHY
Business Development
+1 704 243 4512, ext 106
Chris Murphy is responsible for various functions within Saltzman Insights including project management, business analysis, technology design, implementations, and improvements.
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Christine Murphy boasts an impressive 30-year tenure in the financial services sector, having worked from both the distributor and carrier perspectives. With a wealth of experience in program management, technology design and development, distribution support, and marketing, Chris brings diverse expertise to the table.
JENNIFER SALTZMAN
Director of Marketing
+1 704 243 4512, ext 101
Jennifer Saltzman, the Director of Marketing and Communications at Saltzman Insights. Jennifer plays a vital role in the company, overseeing the development of strategies, tactics, and programs to promote the company's services. She is in charge of organizing and managing the marketing functions and website initiatives to ensure that the company's objectives are achieved while maintaining a consistent marketing message aligned with the corporate direction.
Jennifer has a wealth of experience in the financial services industry, having held management positions at several large insurance companies and bank programs in the sales, marketing, and operations departments.
SCOTT SANCHEZ
Senior Project Manager
+1 704 243 4512, ext 108
Scott Sanchez brings more than 20 years of experience managing complex initiatives across annuities, insurance, and investment services. He specializes in project execution, business analysis, and product development.
At Saltzman Insights, Scott partners with clients to deliver tailored solutions in support of their life and annuity business.
VICKI MCCLURE
Business Analysis, Data Analytics
+1 704 243 4512, ext 105
Vicki has a variety of responsibilities that encompass research, data analysis, and technological advancements.
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Vicki has over 30 years of experience in both domestic and offshore annuity and insurance companies. In her various roles, she has been responsible for overseeing system development, conversions, and the production environment for product administration systems, client/advisor portals, and other solutions. She has had responsibility for managing the technical relationship with third-party vendors, technology providers, and counterparties.