The CDA & In-Plan Annuity Virtual Roundtable is a virtual meeting focused on new and emerging trends in these guaranteed retirement income products. We take a deeper dive into these options, how they work, and discuss important considerations for firms and advisors.

This virtual meeting takes place over a two hour session.

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, insurance companies, and other industry experts.