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Pricing Options:

  • Option A - $16,500 for two sponsor representatives
  • Option B - $13,000 for one sponsor representative
  • Waitlist - If a meeting is SOLD OUT, please select the WAITLIST and you will be notified of an opening. 

 

Description:

The Fee-Based Annuity meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting takes a deep dive into the many considerations for these products.


Attendees include executives from bank, wirehouse, national, regional, and independent broker-dealer/RIA firms as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.

Fee-Based Annuity Roundtable

SKU: RT-FBA
$0.00Price
  • Event Date:

    July 23-24, 2025

  • Location:

    Nashville, TN

Additional Sponsor Opportunities

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