
2027 Sponsor Opportunities

- Get Ready for 2027 -
Sponsor Orders Open on 8/20
at 11:00 AM Eastern
Order Process
STEP 1 - Review the Sponsor Prospectus for pricing and details
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STEP 2 - Click on the Enter Online Store button (Live on 8/20)
STEP 3 -The ordering process is similar to online shopping. You place the events and options into your shopping cart and then complete a “check-out” process to confirm your order.
NO PAYMENT will be collected during checkout; all orders will be validated then invoiced.
WAITLIST -Each event has a limited inventory of sponsorship opportunities. If an event sells out, please select to be waitlisted for that event. Waitlist opportunities are fulfilled in the order received.
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ACT FAST -Orders are fulfilled on a first-come, first-served basis. We encourage you to place your orders as soon as our online store opens.
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Contact us with any questions
📞 704-243-4512
2027 Schedule
PRELIMINARY SCHEDULE - Dates and locations are subject to change.
Feb
18-19
Insurance Distribution Roundtable
Charlotte, NC
Mar
10-11
Business Owner Transition Roundtable with LX Council
Charlotte, NC
Mar
16-17
Annuity Roundtable for Independent BDs & RIAs
Charlotte, NC
Apr
7-8
Structured Products Roundtable
Tampa, FL
Apr
20
Outsourced Insurance & Annuity Distribution Virtual Roundtable
Online
May
20-21
Annuity Roundtable for Banks, Regionals & Wires
Charlotte, NC
May
26
Insurance Virtual Forum
Online
Jul
14-15
Advisory Annuity Solutions Roundtable
Tampa, FL
Sep
1
Annuity Virtual Forum
Online
Sep
15-16
Insurance & Annuity Executive Roundtable
Charlotte, NC
Sep
16-17
Compliance & Supervision Roundtable
Charlotte, NC
Oct
7
Contingent Deferred Annuity (CDA) Virtual Roundtable
Online
Oct
20-21
Insurance Distribution Roundtable
Orlando, FL
Nov
11-12
Annuity Roundtable (All Channels)
Orlando, FL
Nov
30
Planning for LTC Virtual Roundtable
Online
Dec
9
Structured Products Virtual Forum
