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Description:

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 RIAs, bank, wirehouse, national, regional 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.

Annuity Roundtable for Banks, Regionals & Wires

$0.00Price
  • Pricing Details

    • Option A - $16,500 for two sponsor representatives
    • Option B - $13,000 for one sponsor representative
  • Waitlist Option:

    If a meeting is SOLD OUT, please select the WAITLIST option under Pricing Options and you will be notified of an opening.  There is no charge to be added to the waitlist.

  • Event Date:

    May 13-14, 2026

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