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Roundtable Meetings

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2019 Roundtables

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Bank & CU Insurance Distribution

February 21-22 | New Orleans

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Broker Dealer Insurance Distribution
March 19-20 |  Houston

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Structured Products
April 10-11    | Dallas

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Broker Dealer Annuity
May 15-16  | New Orleans

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Bank & CU Annuity 
June 12-13  | New Orleans

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Broker Dealer Insurance Distribution
September 18-19 |  Charlotte

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Fee-Based Annuity Roundtable
October 17-18  |  Nashville

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Bank & CU  Insurance Distribution
November 13-14 | Miami

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Qualified Plans/401k
To be determined

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.

Roundtable topics

Structured Products Roundtable

New for 2019, the Structured Products Roundtable 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 wirehouse, national, regional, and independent broker dealers, banks, and credit unions as well as other industry experts, including representatives from issuers, marketing organizations and other related firms.

Bank and Credit Union Insurance Distribution Roundtable

New for 2019, the Bank and Credit Union Insurance Distribution Roundtable is an event designed to promote the sharing of best practices and strategies related to supporting the sales of non-annuity insurance within a bank and or credit union organization.

 

Attendees include executives from bank and credit union broker dealers and 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.

Broker Dealer Insurance Distribution

Held semi-annually since 2010, the Broker Dealer Insurance Distribution Roundtable is an event designed to promote the sharing of best practices and strategies related to supporting the sales 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.

Insurance & Annuity Executive Roundtable

The Insurance & Annuity Executive Roundtable is an invitation only event for senior executives at large firms with responsibilities for the annuity and insurance businesses.   The one-day session is held in late August and is focused on discussing high level strategies, initiatives, and plans for the upcoming year.

 

Attendees include select senior executives from wirehouse, national, regional, bank and independent broker dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

 

Please contact Steve Saltzman if you are interested in learning more.

Fee-Based Annuity Roundtable

Held annually since 2017, the Fee-Based Annuity Roundtable is an event designed to promote the sharing of best practices and strategies related to implementing and offering 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 as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Broker Dealer Annuity

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.

Bank & Credit Union Annuity

Held semi-annually since 2012, 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 banks and credit unions.

 

Attendees include executives from bank and credit union broker dealers and 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.

Qualified Plans/401k Roundtable

This roundtable discussion group is 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.

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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