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
Sponsored by





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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Date:
January
18-19, 2012