Insurance and Annuity Executives Roundtable

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

We are excited to move forward with this exclusive event and bring it to you virtually.    

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 September 23rd at 2:00 PM and run until 5:00 with a 30 minute break built in.

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

Topics Discussed

  • Solutions to improving annuity sales, increasing insurance revenue production
  • Supporting sales and FA engagement under remote working conditions
  • Tools for sales and in-force support 
  • A changing annuity product mix and fee-based products
  • Other topics chosen by our meeting participants


  • Schedule
    2:00 PM - 5:00 PM    General Session
    A 30 minute break will be built in

Thanks to our Sponsors