+1 704 243 4512

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Insurance & Annuity Executive


AUGUST 28-29

Charlotte, NC










August 28-29, 2019


The Ritz-Carlton, Uptown

201 East Trade Street

Charlotte, North Carolina 28202

Join us for the Insurance & Annuity Executive Roundtable.

This invitation-only event is for senior executives from a select group of the country's leading broker-dealer firms. This smaller group allows executives to participate in lively discussions about their latest challenges and gain insight into current solutions and emerging trends with a dynamic mix of presentation and peer-to-peer interaction.


The agenda will focus on strategies and planning for the coming year related to both the life insurance and annuity businesses. Areas of interest will include solutions to improving annuity sales, increasing insurance revenue production, new standard of conduct considerations, fee-based products, and other topics as chosen by our meeting participants.


The event will begin on August 28th with a Welcome Reception at 6:00 PM and a group dinner followed by the formal meeting on August 29th (8:30 AM -3:00 PM). Additional details can be found on the registration page.


 If you would like to attend, please contact Steve Saltzman directly by calling 704-243-4512.


If you are interested in attending this roundtable, please contact Steve Saltzman to register.


Call (704) 243-4512

or email steve.saltzman@saltzmanassociates.com

We would like to thank our sponsors

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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9218 Skipaway Drive

Waxhaw, NC



+1 704 243 4512

+1 704 243 4513

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