Bank Insurance Roundtable

Banks 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 or Brian Harrison by calling 704-243-4512.

Topics Featured

  • The impacts and considerations for new standard of conduct rules (e.g., NY Insurance Regulation 187 and Reg BI)
  • Technology solutions for improving the insurance process
  • Tactics for increasing insurance revenue production
  • Considerations for IUL, 2017 CSO changes
  • Incorporating life insurance more effectively into the financial planning process.
  • Other topics as chosen by our meeting participants


  • Day 1
    12:00 PM - 9:00 PM
    We start with a welcome lunch at Noon.
    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 will be served before the General Session and lunch served after.

Thanks to our Sponsors