Roundtables


Bank & Credit Union Annuity

Roundtable

Bank and Credit Unions


This roundtable discussion group 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. We also include 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.

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. Read more at file:///Users/jennifersaltzman/Documents/My%20Web%20Sites/SA%202020%20Website/roundtables/2019/201911_BankInsurance.html#21xsep6zzIS6eEfy.99

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

Topics Discussed

  • Strategies and planning for the coming year related to annuity business
  • Technology solutions to improving annuity sales process
  • Tactics for increasing annuity revenue production
  • 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