Events


Industry Networking Events

In-Person Roundtable

Our highly popular series of in-person roundtable meetings bring together industry leaders and experts to discuss developments, trends and current issues facing specific distribution channels and product lines.

Virtual Forum

Introducing our online series of virtual forums. Covering issues, challenges and opportunities related to the annuity, insurance and structured product businesses in a condensed online format.

Virtual Roundtable

Combining the format of a traditional roundtable with the convenience of a virtual forum, these discussions are more in depth than a virtual forum and span over a two day period.

Upcoming Networking Events

  • In-Person Roundtable 
  • Virtual Forum
  • Virtual Roundtable
Format Date Event Registration
Jan 25-26 CDA & In Plan Annuity Virtual Roundtable Register
Feb 16 Annuity Virtual Forum Register
Mar 29-30 Insurance Distribution Roundtable Register
Apr 5-6 Outside Insurance Desk Virtual Roundtable Register
Apr 26-27 Annuity for IBD Roundtable Register
May 8-9 Structured Products Roundtable Register
May 24-25 Annuity for Bank/Regional/Wire Roundtable Register
Jul 13 Insurance Virtual Forum Register
Aug 2-3 Fee-Based Annuity Roundtable Register
Sep 13-14 Executive- Insurance & Annuity Roundtable Coming Soon
Oct 9-10 Insurance Distribution Roundtable Coming Soon
Oct 26 Structured Products Virtual Forum Coming Soon
Nov 1-2 Insurance Planning for LTC Virtual Roundtable Coming Soon
Nov 7-8 Annuity Roundtable Coming Soon
Dec 13-14 Alternative Investments Roundtable Coming Soon

A Virtual Forum is an online meeting from 4:00-5:15 PM EST
A Virtual Roundtable is a two-day online meeting from 3:00-5:00 PM EST each day.

Meeting Topics

Insurance Distribution Roundtable

The Insurance Distribution meetings are event designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance within a bank and or credit union organization.

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealers along with third-party broker dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Structured Products Roundtable

The Structured Products meeting is an event designed to promote the sharing of best practices and strategies related to offering structured products, including structured notes and deposits. This meeting takes a deep dive into the many opportunities and challenges for firms offering or considering offering these products.

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealers along with third-party broker dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Annuity Roundtable

Held semi-annually since 2012, the Annuities meetings are an event that is focused on trends, opportunities, issues and developments related to the sale and use of annuities within broker-dealer, banks, and credit unions.    

Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealers along with third-party broker dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Fee-Based Annuity Roundtable

The Fee-Based Annuity meetings are an 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-dealers along with third-party broker dealers supporting these channels as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Insurance & Annuity Executive Roundtable

Our Executive meetings are an invitation only event for senior executives at large firms with responsibilities for the annuity and/or insurance businesses. These sessions use a different format than our other in-person roundtable meetings, therefore we limit the number of sponsoring firms and employ a different sponsorship cost. Please contact us for details.

This one-day meeting session is held in the third quarter of each year and is focused on discussing high level strategies, initiatives, and plans for the upcoming year.

Qualified Plans/401(k) Roundtable

The Qualified Plans meetings is a discussion group focused on strategies and solutions for financial services firms and their Financial Advisors providing Qualified Plans/401(k)s to their clients. Encompassing more than 170,000 plans with $1.3 trillion in assets, small and mid-sized 401(k) plans present a significant opportunity for firms and Advisors.

Attendees include executives from wirehouse, national, regional, and independent broker dealers, banks, and credit unions whose Financial Advisors are currently engaged in or contemplating supporting their clients with establishing or overhauling qualified plans. We also include other industry experts, including representatives from insurance companies, service providers, and other related firms.

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