Highlights

Don't miss this event held exclusively for Broker-Dealers. Moderated by Dr. Ken Kehrer and Steven Saltzman, this roundtable will focus on important issues facing the Life Insurance Industry with the opportunity for participants to share their experiences, challenges, and successes with life insurance distribution in a Broker-Dealer.

This thought provoking roundtable will explore:

• Distribution Model Strategy
• Technology and Process
• Product Usage Trends
• Indexed Universal Life
• Linked Benefit Life/LTC
• Best Practices Metrics
• Compliance & Regulatory Update

These roundtables are valuable and efficient opportunity to leverage the experience and knowledge of your peers with no cost.
And thanks to our sponsors there is  no cost to participate.

The meeting begins with a welcome luncheon at 12:00 pm on  December 8th and concludes at 1:00 pm on  December 9th. 

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