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, wirehouses, national, regional, and independent broker-dealer firms, RIAs, OID providers, insurance companies, and other industry experts.