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2023 Event Schedule

  • Insurance Distribution Roundtable
    Thu 13 Jul
    REGISTER
    Jul 13, 4:00 PM – 5:15 PM EDT
    Online Meeting (Zoom)
    The Insurance Distribution in-person meetings are events designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance through registered financial advisors and investment advisers.
  • Fee-Based Annuity Roundtable
    Wed 02 Aug
    REGISTER
    Aug 02, 12:00 PM MDT – Aug 03, 1:00 PM MDT
    Denver, Ritz Carlton,1881 Curtis Street, Denver, CO 80202, USA
    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.
  • Executive - Insurance & Annuity Roundtable
    Wed 13 Sep
    REGISTER
    Sep 13, 6:00 PM EDT – Sep 14, 3:00 PM EDT
    Orlando
    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.
  • Insurance Distribution Roundtable
    Mon 09 Oct
    REGISTER
    Oct 09, 12:00 PM – Oct 10, 1:00 PM
    Orlando
  • Annuity for Bank/Regional/Wire Roundtable
    Wed 24 May
    Details
    May 24, 12:00 PM CDT – May 25, 1:00 PM CDT
    Nashville, Omni Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USA
    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.
  • Structured Products Roundtable
    Mon 08 May
    Details
    May 08, 12:00 PM CDT – May 09, 1:00 PM CDT
    Nashville, Omni Hotel, 250 Rep. John Lewis Way S, Nashville, TN 37203, USA
    The Structured Products meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering structured notes and deposits. This meeting takes a deep dive into the many opportunities and challenges for firms offering or considering these products.
  • Annuity for Independent BD Roundtable
    Wed 26 Apr
    Details
    Apr 26, 12:00 PM CDT – Apr 27, 1:00 PM CDT
    Nashville, Omni Hotel
    The Annuity Roundtable is an event that is focused on trends, opportunities, issues, and developments related to the sale and use of annuities within a broker-dealer organization.
  • Outsourced Insurance Desks (OID)
    Wed 05 Apr
    Details
    Apr 05, 3:00 PM EDT – Apr 06, 5:00 PM EDT
    Virtual Event - Online Meeting
    The Outsourced Insurance Desk (OID) Virtual Roundtable is a virtual meeting focused on trends in the distribution of insurance and annuities through these new and emerging organizations. Join us from anywhere for this online event.
  • Insurance Distribution Roundtable
    Wed 29 Mar
    Details
    Mar 29, 12:00 PM CDT – Mar 30, 1:00 PM CDT
    Nashville, Omni Hotel
    The Insurance Distribution in-person meetings are events designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance through registered financial advisors and investment advisers.
  • Executive - Insurance & Annuity Roundtable
    Wed 01 Feb
    Details
    Feb 01, 6:00 PM – Feb 02, 3:00 PM
    Miami, Ritz Carlton, 455 Grand Bay Drive Key Biscayne, Miami, FL 33149, USA
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