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
| 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.
I can honestly say I got more from your meeting in two days than any other industry event in 15+ years.
I appreciate Steve's 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.
Whatever it takes to build great futures.
Saltzman Associates is a proud supporter of the Boys & Girls Clubs of America.
www.bgca.org