The Ritz-Carlton, Charlotte
The Ritz-Carlton, Charlotte, 201 E Trade St, Charlotte, NC 28202, USA

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Event Date Wed Oct 27 EDT - Thu Oct 28 EDT (about 1 year ago)
Location The Ritz-Carlton, Charlotte
201 E Trade St, Charlotte, NC 28202, USA
Region Americas

This invitation-only event is for senior executives from a select group of the country's leading broker-dealer firms.

This smaller group allows executives to participate in lively discussions about their latest challenges and gain insight into current solutions and emerging trends with a dynamic mix of presentation and peer-to-peer interaction.

The event will begin with a Welcome Reception at 6:00 PM and a group dinner followed by the formal meeting the following day (8:30 AM -3:00 PM). Additional details can be found on the registration page.

Topics Discussed:
• Strategies and planning for the coming year related to both annuity and life insurance businesses
• Areas of interest will include solutions to improving annuity sales, increasing insurance revenue production
• New standard of conduct considerations
• Other topics chosen by our meeting participants

Sponsors & Partners

2021 Sponsors

• Brighthouse Financial
• Great America Insurance Group
• Jackson Financial Freedom for Life
• Security Benefit
• Simon
• Mass Mutual
• Lincoln Financial Group