- $14,500 - Two representatives may attend
- $11,000 - One representative may attend
- Waitlist -If a meeting is SOLD OUT, please select the WAITLIST and you will be notified of an opening. There is no charge to be added to the waitlist.
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 bank, credit union, wirehouse, national, regional and independent 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 for Banks, Wires & Regionals Roundtable
May 9-10, 2024
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.