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Pricing Options:

  • $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.

 

Description:

 

The Fee-Based Annuity meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting takes a deep dive into the many considerations for these products.


Attendees include executives from bank, credit union, wirehouse, 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.

Fee-Based Annuity Roundtable

$0.00Price
  • Projected Event Date

    July  24-25, 2024

  • 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.

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