The Outsourced Insurance Desk (OID) Virtual Roundtable is a virtual meeting focused on trends in the distribution of insurance and annuities through these new and emerging organizations. We take a deeper dive into these organizations, and the models they employ, and discuss important considerations for institutional firms and their advisors.
This virtual meeting takes place over a two hour session.
Attendees include executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealer firms, RIAs, OID providers, insurance companies, and other industry experts.
Outsourced Insurance Desks (OID) Virtual Roundtable
May 23, 2024
$5,250 - Includes the attendance of two representatives from each sponsoring firm.
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.