Annuity for Bank/Regional/Wire Roundtable

Held semi-annually since 2012, the Annuities meetings are in-person events that are focused on trends, opportunities, issues, and developments related to the sale and use of annuities through registered financial advisors and investment advisers.  Channel-specific meetings are held in the first half of the year, followed by a cross-channel meeting in the second half of the year.    

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealers along with third-party broker-dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.