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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

  • Event Date:

    May 23,  2024

  • Pricing Details

    $5,250 - Includes the attendance of two representatives from each sponsoring firm.

  • 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.