Bank & Credit Union Insurance Distribution Roundtable - New Orleans | Saltzman Associates | 24 September 2020 | The Ritz-Carlton, New Orleans, 921 Canal Street New Orleans, LA 70112, USA
Venue
The Ritz-Carlton, New Orleans
The Ritz-Carlton, New Orleans, 921 Canal Street New Orleans, LA 70112, USA
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| Event Date |
Thu Sep 24 CDT - Fri Sep 25 CDT (about 4 years ago)
In your timezone (EST): Thu Sep 24 1:00pm - Fri Sep 25 2:00pm |
| Location |
The Ritz-Carlton, New Orleans
921 Canal Street New Orleans, LA 70112, USA |
| Region | Americas |
Details
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.
Topics Discussed:
• Life and Long Term Care Insurance strategies and planning for the coming year
• Technology solutions for new sales and in-force management
• Tactics for increasing insurance revenue and referrals from partners
• Incorporating life insurance in the financial planning process
• New standard of conduct considerations
• Other topics chosen by meeting participants
Sponsors & Partners
2020 Sponsors
• Brighthouse Financial
• Mass Mutual
• Protective
• Associates of Clifton Park