Executive - Insurance & Annuity Roundtable

Our Executive meeting is an invitation-only in-person event for senior executives at large/sophisticated financial services firms with responsibilities for the annuity and/or insurance businesses. This session uses a different format than our other in-person roundtable meetings, therefore we limit the number of sponsoring firms and employ a different sponsorship cost. Please contact us for details. This one-day meeting session is held in the third quarter of each year and is focused on discussing high-level strategies, initiatives, and plans for the upcoming year.