Networking Events
In-Person Roundtables
Our highly popular series of in-person roundtable meetings bring together industry leaders and experts to discuss developments, trends and current issues facing specific distribution channels and product lines.
Virtual Forums
Introducing our online series of virtual forums. Covering timely issues, challenges, and opportunities related to annuity, insurance, and structured product businesses in a condensed online format.
Virtual Roundtables
Combining the format of a traditional roundtable with the convenience of a virtual forum, these discussions are more in depth than a virtual forum and span over a two day period.
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Jan 25-26
CDA & In-Plan Annuity Virtual Roundtable
Online
Feb 1-2
Executive Insurance & Annuity Roundtable
Miami, FL
Sep 13-14
Executive Insurance & Annuity Roundtable
Orlando, FL
Oct 9-10
Insurance Distribution Roundtable
Orlando, FL
Oct 26
Structured Products Virtual Forum
Online
Nov 1-2
Insurance Planning for LTC Virtual Roundtable
Online
Nov 7-8
Annuity Roundtable
Orlando, FL
Dec 13-14
Alternative Investments Roundtable
TBD
2023 Schedule
Meeting Topics
Annuities Roundtable
Held semi-annually since 2012, the Annuities meetings are in-person events that are focused on trends, opportunities, issues, and developments related to the sale and use of annuities through registered financial advisors and investment advisers. Channel-specific meetings are held in the first half of the year, followed by a cross-channel meeting in the second half of the year.
Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealers along with 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.
Fee-Based Annuity Roundtable
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, credit union, 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.
Insurance Distribution Roundtable
The Insurance Distribution in-person meetings are events designed to promote the sharing of best practices and strategies related to supporting the sales of life, LTC and disability insurance through registered financial advisors and investment advisers.
Attendees include executives from bank, credit union, wirehouse, national, regional, and independent broker-dealer firms as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations, and other related firms.
Insurance & Annuity Executive Roundtable
Our Executive meeting is an invitation-only in-person event for senior executives at large/sophisticated financial services firms with responsibilities for the annuity and/or insurance businesses. This session uses a different format than our other in-person roundtable meetings, therefore we limit the number of sponsoring firms and employ a different sponsorship cost. Please contact us for details.
This one-day meeting session is held in the third quarter of each year and is focused on discussing high-level strategies, initiatives, and plans for the upcoming year.
Structured Products Roundtable
The Structured Products meeting is an in-person event designed to promote the sharing of best practices and strategies related to offering structured notes and deposits. This meeting takes a deep dive into the many opportunities and challenges for firms offering or considering offering these products. Attendees include executives from bank, credit union, wirehouse, national, regional, and independent broker-dealer firms as well as other industry experts, including representatives from investment banks, service providers, marketing organizations, and other related firms.
Alternatives Roundtable
New for 2023, the Alternatives Roundtable meeting is an in-person event designed to promote the sharing of best practices and strategies for offering alternative investments such as hedge funds, private capital, natural resources, real estate, and infrastructure. This meeting will take a deep dive into the many opportunities and challenges for firms offering or considering offering these products. Attendees include executives from bank, credit union, wirehouse, national, regional, and independent broker-dealer firms as well as other industry experts, including representatives from alternative investment product providers, service providers, marketing organizations, and other related firms.
Virtual Events
CDA & In-Plan Annuity Virtual Roundtable
The CDA & In-Plan Annuity Virtual Roundtable is a virtual meeting focused on new and emerging trends in these guaranteed retirement income products. We take a deeper dive into these options, how they work, and discuss important considerations for firms and advisors.
This virtual meeting takes place over two 1 ½ hour sessions, held on two different days. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, insurance companies, and other industry experts.
Annuity Virtual Forum
The Annuity Virtual Forum is a virtual meeting meant to cover current events and updates related to annuity distribution through securities-based advisors. This 1 ¼ hour session provides a meaningful touchpoint for those responsible for this dynamic line of business.
Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, insurance companies, and other industry experts.
Outside Insurance Desk Virtual Roundtable
The Outside Insurance Desk (OID) Virtual Roundtable is a virtual meeting focused on trends in the distribution of insurance and annuities through these new and emerging organizations. We take a deeper dive into these organizations, the models they employ, and discuss important considerations for institutional firms and their advisors.This virtual meeting takes place over two 1 ½ hour sessions, held on two different days. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, RIAs, OID providers, insurance companies, and other industry experts.
Insurance Distribution Virtual Forum
The Insurance Distribution Virtual Forum is a virtual meeting meant to cover current events and updates related to life and long-term care insurance distribution through securities-based advisors. This 1 ¼ hour session provides a meaningful touchpoint for those responsible for this line of business. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, BGAs, insurance companies, and other industry experts.
Structured Products Virtual Forum
The Structured Products Virtual Forum is a virtual meeting meant to cover current events and updates related to the distribution of structured notes and market-linked CDs through securities-based advisors. This 1 ¼ hour session provides a meaningful touchpoint for those responsible for this growing line of business. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, investment banks, and other industry experts.
Planning for Long-Term Care Virtual Roundtable
The Planning for Long-Term Care Virtual Roundtable is a virtual meeting focused on trends in the distribution of stand-alone LTCI and asset-based LTCI/Critical illness products through securities-based advisors. We take a deeper dive into unmet needs of clients and discuss the challenges, successes and lessons learned in delivering these critical protection products. This virtual meeting takes place over two 1 ½ hour sessions, held on two different days. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, specialty BGAs, insurance companies, and other industry experts.