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Fee Based Annuity Roundtable

September 27-28

Chicago, IL

Date:

 

Location:

 

 

September 27-28

 

Intercontinental Chicago
Magnificent Mile

505 North Michigan Avenue

Chicago, IL 60611

Join us for the Fee-Based Annuity Roundtable.

Driven by both market forces and industry regulation, Fee-based annuities are garnering attention at many firms.

 

The Fee-Based Annuity Roundtable is a new event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model.  This meeting will take a deep dive into the many considerations for these products.

 

Join us to discuss the latest insights on:

 

• Pros and Cons of offering fee-based annuities

• Insights from firms who offer them today

• Discussion of annuity product types and optimal designs

• Offering both commission and fee-based annuities concurrently

• Logistical considerations for implementation

• Advisor adoption expectations

 

In addition to the attendees from wirehouse, national, regional, and independent broker dealers, banks, and credit unions, other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms will be in attendance to contribute their expertise to the discussion.

 

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

DAYS UNTIL EVENT

Things to know..

Registration

You must register to attend and spots are limited so register soon.

 

Compliant Meeting Format

Our roundtable meetings are thoughtfully structured to comply with our industry’s non-cash compensation rules.  Please Click Here for more information.

 

Planned Agenda Topics

Our roundtable agendas are developed in conjunction with the meeting attendees 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.  We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.

 

Participating Firms

We are fortunate to regularly host some of the most influential organizations in our industry at our roundtable meetings.  We are very appreciative of their continued support and contributions to our meeting discussions.  Click Here to view a sampling of the firms that have participated in our roundtables.

 

Travel & Accommodations

Representatives from broker dealers, banks and credit unions will be reimbursed for travel expenses incurred up to $600 to attend our meetings.  During the meeting, all meals are complimentary and hotel accommodations (excluding incidentals) are included for the evening of the meeting.

 

Hotel accommodations for the group have been arranged at the hotel where the meeting is held.  Details regarding your stay will be collected through our on-line registration process.  Accordingly, there is no need to contact the hotel directly.

 

Sponsorship Opportunities

Our roundtable meetings are made possible through the financial support of our sponsors.   If you are interested in learning more or sponsoring this event, please contact Steve Saltzman at steve.saltzman@saltzmanassociates.com

 

 

+1 704 243 4512

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Waxhaw, NC

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+1 704 243 4512

+1 704 243 4513

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