Roundtables


Bank & Credit Union Insurance Distribution Roundtable

Bank and Credit Unions


Introduced in 2018, 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 life, LTC and disability insurance within a bank and or credit union organization.

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.

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.

If would like to inquire about sponsorship opportunities, please contact Brian Harrison by calling 704-243-4512.

Topics Discussed

  • Strategies and planning for the coming year related to life insurance business
  • Technology solutions to improving insurance sales process
  • Tactics for increasing insurance revenue production
  • Continued growth and considerations for IUL
  • Incorporating life insurance more effectively in the financial planning process
  • New standard of conduct considerations
  • Other topics chosen by our meeting participants

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 and lunch will be served during General Session

Thanks to our Sponsors