Fee Based Annuity Roundtable 2019 | Saltzman Associates | 17 October 2019 | Hilton Nashville Downtown, 121 4th Ave S, Nashville, TN 37201, USA

Driven by both market forces and industry regulation, Fee-based annuities are garnering attention at many firms.

The Fee-Based Annuity Roundtable is a new event designed to promote the sharing of best practices and strategies related to offering annuities in a fee-based advisory model. This meeting will take a deep dive into the many considerations for these products.

Join us to discuss the latest insights on:
• Pros and Cons of offering fee-based annuities
• Insights from firms who offer them today
• Discussion of annuity product types and optimal designs
• Offering both commission and fee-based annuities concurrently
• Logistical considerations for implementation
• Advisor adoption expectations

In addition to the attendees from wirehouse, national, regional, and independent broker dealers, banks, and credit unions, other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms will be in attendance to contribute their expertise to the discussion.

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

2019 Sponsors

• Great American Insurance Company
• Brighthouse Financial
• Alirt Insurance Research
• Jackson National Life Insurance Company
• Axio
• AIG
• AXA
• Nationwide
• Producers Choice Network
• Prudential
• Envestnet MoneyGuide