Annuities Roundtable 2022 | Saltzman Associates | 17 November 2022 | The Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Pkwy, Orlando, FL 32837, USA

This is an event that is focused on trends, opportunities, issues and developments related to the sale and use of annuities within an organization.

Attendees include executives from banks, credit unions, wirehouse, national, regional and independent broker-dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

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.

Topics Discussed:
• Technology updates
• Sales Trends and Product Developments
• Incorporating annuities more effectively into the financial planning process.
• Other topics as chosen by our meeting participants

2022 Sponsors

• Alirt Insurance Research
• AMS Financial Solution Group
• Athene
• Dtcc
• Equitable
• F&G Annuities & Life
• MassMutual Strategic Distributors
• NWL Insurance Company
• Simon from iCapital
• ProFormex
• Reliance Standard Life insurance Company
• Sammons Institutional Group
• Saybrus Partners
• Securian Financial
• MassMutual Ascend
• The Standard