Fee-Based Annuity Roundtable
Wed, Aug 02
|Denver
The Fee-Based Annuity meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting takes a deep dive into the many considerations for these products.
Time & Location
Aug 02, 2023, 12:00 PM MDT – Aug 03, 2023, 1:00 PM MDT
Denver, Ritz Carlton,1881 Curtis Street, Denver, CO 80202, USA
About the event
The Fee-Based Annuity meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting takes a deep dive into the many considerations for these products. Attendees include executives from bank, credit union, wirehouse, national, regional, and independent broker-dealer/RIA firms as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.