Roundtables and Events
Industry Roundtables Schedule
Our highly popular series of roundtable meetings bring together industry leaders and experts to discuss developments, trends and current issues facing specific distribution channels and product lines.
Structured so that all participants have an opportunity to gain insights from the discussion, these meetings have become a regular “must-do” for the majority of our partners and clients since our first meeting in 2009.
We work closely with our attendees and sponsors to construct an agenda focused on current opportunities, issues, and performance results.
2019 Roundtable Schedule
| Oct 17-18 | Fee Based Annuity Roundtable | Nashville | Learn More |
| Nov 13-14 | Bank & Credit Union Insurance Distribution Roundtable | Miami | Learn More |
| Dec 11-12 | Broker Dealer Annuity Roundtable | Miami | Learn More |
2020 Roundtable Schedule
| Feb 25-26 | Qualified Plans/401(k) Roundtable | Orlando | Learn More |
| Mar 18-19 | Broker-Dealer Insurance Distribution Roundtable | Orlando | Learn More |
| Mar 25-26 | Bank and Credit Union Insurance Distribution Roundtable | New Orleans | Learn More |
| Apr 22-23 | Structured Products Roundtable | New Orleans | Learn More |
| May 13-14 | Bank & Credit Union Annuity Roundtable | Nashville | Learn More |
| May 20-21 | Broker-Dealer Annuity Roundtable | Nashville | Learn More |
| Sept 16-17 | Insurance & Annuity Executive Roundtable | TBA | Coming Soon |
| Sept 23-24 | Bank & Credit Union Insurance Distribution Roundtable | TBA | Coming Soon |
| Oct 21-22 | Broker-Dealer Insurance Distribution Roundtable | TBA | Coming Soon |
| Nov 5-6 | Bank & Credit Union Annuity Roundtable | TBA | Coming Soon |
| Dec 8-9 | Broker-Dealer Annuity Roundtable | TBA | Coming Soon |
| TBA | Regulation Best Interest Preparedness Roundtable | TBA | Learn More |
Roundtable Topics
Qualified Plans/401(k) Roundtable
This roundtable discussion group is 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.
Regulation Best Interest Preparedness Roundtable
The Regulation Best Interest Readiness Roundtable is our newest event designed to promote the sharing of best practices and strategies related to the new obligations under the SEC's Regulation Best Interest. This meeting will be a deeper dive into the specific tasks and tactics for Broker Dealers to ensure compliance with the June 30, 2019 deadline.
Attendees include executives from wirehouse, national, regional, and independent broker dealers, banks, and credit unions. We also include other industry experts, including representatives from product manufacturers, service providers, and other related firms.
Bank & Credit Union Insurance Distribution Roundtable
Introduced in 2018, the Bank and Credit Union Insurance Distribution Roundtable is an 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 and credit union broker dealers and 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.
Broker Dealer Insurance Distribution Roundtable
Held semi-annually since 2010, the Broker Dealer Insurance Distribution Roundtable is an event designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance within a broker-dealer organization.
Attendees include executives from wirehouse, national, regional and independent broker-dealers 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 Roundtable 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 national, regional, and independent broker dealers, banks, and credit unions as well as other industry experts, including representatives from issuers, marketing organizations and other related firms.
Bank & Credit Union Annuity Roundtable
Held semi-annually since 2012, the Bank & Credit Union Annuity Roundtable is an event that is focused on trends, opportunities, issues and developments related to the sale and use of annuities within banks and credit unions.
Attendees include executives from bank and credit union broker dealers and 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.
Broker-Dealer Annuity Roundtable
Held semi-annually since 2010, the Broker Dealer Annuity Roundtable is an event that is focused on trends, opportunities, issues and developments related to the sale and use of annuities within a broker-dealer organization.
Attendees include executives from wirehouse, national, regional and independent broker-dealers 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 Roundtable is 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 wirehouse, national, regional, and independent broker dealers, banks, and credit unions. We also include other industry experts, including representatives from product manufacturers, service providers, and other related firms.
Insurance & Annuity Executive Roundtable
The Insurance & Annuity Executive Roundtable is an invitation only event for senior executives at large firms with responsibilities for the annuity and insurance businesses. 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.
Attendees include select senior executives from wirehouse, national, regional, bank and independent broker dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.
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I can honestly say I got more from your meeting in two days than any other industry event in 15+ years.
I appreciate Steves industry knowledge and moderator skills keeping us on track and pulling everyone into the conversation.
These roundtables are a great source of information and provide a useful medium for an exchange of ideas among peers.
Hands down the most professionally planned and executed roundtable in our industry.