Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
Event Date | Thu Sep 19 EDT - Fri Sep 20 EDT (about 5 years ago) |
Location |
The Ritz-Carlton, Charlotte
201 E Trade St, Charlotte, NC 28202, USA |
Region | Americas |
Attendees include executives from 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.
The discussion agenda is developed in conjunction with the meeting participants and includes industry trends, positioning, distribution strategy, regulatory issues and changes, best practice metrics, technology and process support product developments.
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.
2019 Sponsors
• Allianz
• Securian Financial
• Aimcor Enterprise Insurance Group
• ALirt Insurance Research
• Lincoln Financial Group
• Simplicity Life
• MassMutual
• Brighthouse Financial
• Simon