Insurance and Annuity Executives Roundtable

Large Broker Dealer, Bank and Credit Union (Invitation Only)

This invitation-only event is for senior executives from a select group of the country's leading broker-dealer firms.

This smaller group allows executives to participate in lively discussions about their latest challenges and gain insight into current solutions and emerging trends with a dynamic mix of presentation and peer-to-peer interaction.

The event will begin on August 28th with a Welcome Reception at 6:00 PM and a group dinner followed by the formal meeting on August 29th (8:30 AM -3:00 PM). Additional details can be found on the registration page.

If you would like to attend, please contact Steve Saltzman directly by calling 704-243-4512.

Topics Discussed

  • Strategies and planning for the coming year related to both annuity and life insurance businesses
  • Areas of interest will include solutions to improving annuity sales, increasing insurance revenue production
  • New standard of conduct considerations
  • Other topics chosen by our meeting participants


  • Day 1
    6:00 PM - 9:00 PM
    Welome receoption followed by group dinner..
  • Day 2
    8:00 AM - 3:00 PM
    Breakfast and lunch will be served during General Session.

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