Insurance & Annuity Executive Roundtable 2019 | Saltzman Associates | 28 August 2019 | The Ritz-Carlton, 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 agenda will focus on strategies and planning for the coming year related to both the life insurance and annuity businesses. Areas of interest will include solutions to improving annuity sales, increasing insurance revenue production, new standard of conduct considerations, fee-based products, and other topics as chosen by our meeting participants.

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. We work in concert with our attendees to construct an agenda focused on current opportunities, issues, and performance results.

2019 Sponsors

• Protective
• Lincoln Financial Group
• Reliance Standard Life Insurance Comapny
• MassMutual
• BrightHouse Financial
• MoneyGuidePro