Highlights

This interactive roundtable brings together executives responsible for managing or considering Indexed Annuities, Market Linked CDs and Structured Notes within their firm.  Moderated by Dr. Ken Kehrer and Steve Saltzman, participants are encouraged to share their experiences, challenges and successes with indexed product distribution in their firm.

Discussion points include but are not limited to:

• Opportunities with Indexed products
• Opportunities with Market Linked CDs and Structured Notes
• Distribution Model Strategy
• Product Developments
• Marketing & Wholesale support of MLCDs and Indexed Annuities
• Promoting Indexed Products in your firm
• Industry Trends
• Benchmarking and Best Practices Metrics
• Technology and Process Support
• 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  March 27th and concludes at 1:00 pm on  March 28th. 

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.

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