|Event Date||Wed Oct 27 EDT - Thu Oct 28 EDT (in 4 days)|
The Ritz-Carlton, Charlotte
201 E Trade St, Charlotte, NC 28202, USA
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.
• 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
• Brighthouse Financial
• Great America Insurance Group
• Jackson Financial Freedom for Life
• Security Benefit
• Mass Mutual
• Lincoln Financial Group