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
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
