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Insurance Distribution


October 17-18, 2018












October 17-18, 2018


Conrad Resort

551 N Fort Lauderdale Beach Blvd,

Fort Lauderdale, FL




Join us for the  Insurance Distribution Roundtable.

Held twice yearly since 2010, this roundtable discussion group is focused on best practices to support the sale of non-annuity insurance within a broker dealer organization.


Attendees include product and sales executives from bank, wirehouse, national, regional and independent broker-dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.


The discussion agenda is developed in conjunction with the meeting participants and includes industry trends, positioning, distribution strategy, use and management of internal and external resources, regulatory issues and changes, best practice metrics, process/technology, and product developments.


Plannned Agenda Topics Include:

  • Industry Trends &
  • BD Insurance Distribution Benchmarking Results
  • Insurance Distribution innovations
  • Tax Law Opportunities & Challenges
  • A deeper dive into the new NYDFS Best Interest Rule
  • Fiduciary/Best Interest Developments
  • Tactics to Influence Advisor Adoption of Insurance
  • Other Topics as submitted by participants

Things to know..


You must register to attend and spots are limited so register soon.


Compliant Meeting Format

Our roundtable meetings are thoughtfully structured to comply with our industry’s non-cash compensation rules.  Please Click Here for more information.


Planned Agenda Topics

Our roundtable agendas are developed in conjunction with the meeting attendees so that all participants have an opportunity to gain insights from the discussion by contributing their perspective and experiences, as well as being able to ask questions of their peers.  We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.


Participating Firms

We are fortunate to regularly host some of the most influential organizations in our industry at our roundtable meetings.  We are very appreciative of their continued support and contributions to our meeting discussions.  Click Here to view a sampling of the firms that have participated in our roundtables.


Travel & Accommodations

Representatives from broker dealers, banks and credit unions will be reimbursed for travel expenses incurred up to $600 to attend our meetings.  During the meeting, all meals are complimentary and hotel accommodations (excluding incidentals) are included for the evening of the meeting.


Hotel accommodations for the group have been arranged at the hotel where the meeting is held.  Details regarding your stay will be collected through our on-line registration process.  Accordingly, there is no need to contact the hotel directly.


Sponsorship Opportunities

Our roundtable meetings are made possible through the financial support of our sponsors.   If you are interested in learning more or sponsoring this event, please contact Steve Saltzman at steve.saltzman@saltzmanassociates.com



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Waxhaw, NC



+1 704 243 4512

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