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Bank & Credit Union

Insurance & Annuity Executive

Roundtable

November 1-2

CHARLOTTE, NC

DAYS UNTIL EVENT

CONTACT US DIRECTLY ABOUT REGISTRATION.

Join us for the Bank & Credit Union  Insurance & Annuity Executive Roundtable.

Date:

 

Location:

 

 

November 1-2, 2017

 

The Westin Uptown

601 South College St.

Charlotte, NC 28202

A new meeting for 2017.  The agenda will focus on strategies and plans for 2018 related to both the life insurance and annuity businesses.  Areas of interest will include solutions to declining VA sales, increasing FA participation in insurance and annuities, fiduciary considerations, fee-based products, and similar topics.

 

This meeting is by invitation only. The attendees include senior level executives from 10 of the larger firms.  If you would like to attend, please contact Steve Saltzman directly by calling 704-243-4512.

 

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.

 

We would like to thank our sponsors

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

 

 

Get in touch

9218 Skipaway Drive

Waxhaw, NC

Telephone

FAX:

+1 704 243 4512

+1 704 243 4513

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