Roundtables


Broker Dealer Annuity Roundtable

Wirehouse, national, regional and independent broker-dealers


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.

Consistent with the roundtable concept, all participants afforded equal opportunity to participate in the discussion, without regard to their organization or role. Our roundtable meetings are structured so that all participants have an opportunity to gain insights from the discussion by contributing their perspective and experiences, as well as being able to ask questions of their peers. And thanks to the support of our sponsors, there is no cost to participate.

If would like to inquire about sponsorship opportunities, please contact or Steve Saltzman by calling 704-243-4512.

Topics Featured

  • The impacts and considerations for new standard of conduct rules (e.g., NY Insurance Regulation 187 and Reg BI)
  • Technology updates
  • •Sales Trends and Product Developments
  • Incorporating annuities more effectively into the financial planning process.
  • Other topics as chosen by our meeting participants

Agenda

  • Day 1
    12:00 PM - 9:00 PM
    We start with a welcome lunch at Noon.
    General Session begins at 1:00 and will be followed by a reception and group dinner.
  • Day 2
    8:00 AM - 1:00 PM
    Breakfast will be served before the General Session and lunch served after.

Thanks to our Sponsors