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
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.