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.
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.