Roundtables


Fee Based Annuity Roundtable

Banks, Credit Unions and Broker-Dealers


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.

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

  • 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
  •  

Agenda

  • Day 1
    12:00 PM - 9:00 PM
    We start with a welcome lunch.
    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