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Event Date | Wed May 16 EDT - Thu May 17 EDT (over 6 years ago) |
Location |
Hotel Monteleone
214 Royal St, New Orleans, LA 70130, USA |
Region | Americas |
Join us for the Bank & Credit Union Annuity Roundtable.
Held semi-annually since 2012, this roundtable discussion group is focused on trends, opportunities, issues and developments related to the sale and use of annuities within banks and credit unions.
Attendees include executives from bank and credit union broker dealers and third party broker dealers supporting these channels. We also include other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.
The discussion agenda is developed in conjunction with the meeting participants and includes industry trends, positioning, marketing, regulatory issues and changes, best practice metrics, technology and process support product developments. Product types included in the discussion include all variations of variable, fixed, indexed, immediate and deferred income annuities.
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.
2018 Sponsors
• Midwood Financial Services
• Athene Life Re
• Sammons Instituional Group
• Ams Financial Solutions Group
• Ash Brokerage
• Securian
• Brighthouse Financial
• Pietech
• Symetra
• Saybrus Partners