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2017 ROUNDTABLES

Click on a Roundtable below to register and for more detailed information about each event.

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Fiduciary Readiness
January 26-27      Phoenix, AZ

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Broker Dealer Insurance Distribution
March 14-15        New Orleans, LA

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Bank & Credit Union Annuity
May 16-17            New Orleans, LA

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Broker Dealer Annuity
June 6-7                Nashville, TN

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Fee Based Annuity
September 27-28  Chicago, IL

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Broker Dealer Insurance
October 19-20     Fort Lauderdale, FL

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VIEW  ROUNDTABLE FAQ

Our highly popular roundtable meetings bring together industry leaders to discuss developments, trends and current issues facing specific distribution channels and product lines.

 

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.  We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.

 

NEW

Roundtable topics

Fiduciary Readiness Roundtable

A new addition for 2017, these roundtable discussion groups are focused the sharing of best practices and strategies related to the new fiduciary obligations and the DOL Fiduciary Rule.

 

We are hosting separate, channel specific meetings which will include executives from wirehouse, national, regional, and independent broker dealers, and bank/credit union broker dealers and the third-party broker dealers supporting them.  We also include other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

 

Fee-Based Annuity Roundtable

A new addition for 2017, this roundtable discussion group is focused on providing annuity solutions through a fee-based advisory model.

 

Attendees include executives from wirehouse, national, regional, and independent broker dealers, banks, and credit unions who are tasked with providing guidance and solutions for annuities within their firm

 

Broker Dealer Annuity

Held semi-annually since 2010, this roundtable discussion group 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.

 

Bank & Credit Union Annuity

Held semi-annually since 2012, this roundtable discussion group 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.  We also include other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

 

Broker Dealer Insurance Distribution

Held semi-annually since 2010, this roundtable discussion group is focused on best practices to support the sale of non-annuity 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.

 

Offshore Investments

This roundtable discussion group is focused on the topic of providing offshore investment opportunities to the non-U.S., international clients of financial services firms.

 

Attendees include executives from wirehouse, national, regional, bank and independent broker-dealers.  We also include other industry experts, including representatives from product and service providers, marketing organizations and other related firms.

 

 

Planning for Health Care in Retirement

This roundtable discussion group is focused on financial services firms providing guidance, planning and product solutions for healthcare cost planning in retirement.

 

Attendees include executives from wirehouse, national, regional, and independent broker dealers, banks, and credit unions who are tasked with providing planning guidance and solutions as it relates to health and custodial care during their client’s retirement.  We also include other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

 

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+1 704 243 4512

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