Bank & Credit Union Insurance Distribution Roundtable

Bank and Credit Unions


March 10, 2020

This event has been canceled.  The next meeting will be on September 24-25. Click Here for details         

Over the past few weeks, we have been closely monitoring and evaluating the situation around COVID-19 to ensure we are taking the necessary measures to protect the health and wellbeing of our roundtable attendees. As a result, we have made the difficult but important decision to postpone the upcoming Broker Dealer Insurance Roundtable scheduled for March 18-19 in Orlando, FL.

We want to thank all our attendees and partners for their support, open discussions and encouragement. We fully intend to reschedule this event later in the first half of this year. We will be working with our partners and venue to finalize the details and will share more information with you about our plans in the coming weeks.

For more information, please visit our Roundtables page If you have questions, feel free to contact us at 704-243-4512 or

Learn More 

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

  • Life and Long Term Care Insurance strategies and planning for the coming year
  • Technology solutions for new sales and in-force management
  • Tactics for increasing insurance revenue and referrals from partners
  • Incorporating life insurance in the financial planning process
  • New standard of conduct considerations
  • Other topics chosen by meeting participants


  • 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