Broker Dealer Annuity Product Management Roundtable

 

We are pleased to announce that the Kehrer-Saltzman Annuity Product Management Roundtable.

Highlights

This thought provoking roundtable will explore:

  • Indexed Annuities
  • Fee Based Variable Annuities
  • Linked Benefit LTC/Annuity
  • Living Benefit Developments
  • Technology Tools
  • Compliance & Regulatory Update

These roundtables are valuable and efficient opportunity to leverage the experience and knowledge of your peers with no cost.-- thanks to our sponsors hotel accommodations and meals are complimentary.

The meeting begins with a welcome luncheon at 12:00 pm on  January 18th and concludes at 1:00 pm on  January 19th. 

Travel & Accommodations

Hotel accommodations should be made through the online registration.  We will reimburse travel expenses for attendees up to $600, and cover your hotel accommodation (excluding incidentals) for the evening of the meeting.

Who is already registered?

Bank of America/Merrill Lynch

Commonwealth Financial Network

Duncan -Williams, Inc

Edward Jones

MetLife

Jackson National

Janney Montgomery Scott

Morgan Keegan

Morgan Stanley Smith Barney

National Planning Holdings

Prudential Annuities

Robert W. Baird & Co.

Morningstar

UBS

Wells Fargo

Event Details

Date:        January 18-19, 2012

Venue:     The Ritz Carlton
                  Fort Lauderdale, FL

Register Online Now

Click Here to see a list of past Attendees

Sponsored by

  MetLife

  Jackson National

Prudential 

Producers Choice

Allianz

S&P Indices

Sponsorship Opportunities

This roundtable is made possible through the participation of our sponsors. We acknowledge the organizations, including the individual champions within each, for their contributions and support. If you are interested in receiving more information or sponsoring this event, please contact

Steve Saltzman
Phone:(704) 243-4512  steve@saltzmanassciates.com

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