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Pricing Options:

  • Option A - $16,500 for two sponsor representatives
  • Option B - $13,000 for one sponsor representative
  • Waitlist - If a meeting is SOLD OUT, please select the WAITLIST and you will be notified of an opening. 

 

Description:

Formerly the Fee-Based Annuity, this event has evolved into the Annuity Advisory Solutions Roundtable, reflecting our commitment to expanding the discussion of fee-based advisory services to include considerations surrounding traditional advisory annuity products and contingent deferred annuities (CDAs).


Attendees include executives from banks, wirehouses, national, regional, and independent broker-dealer/RIA firms as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.

Advisory Annuity Solutions Roundtable

$0.00Price
  • July 2026

  • Nashville, TN

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