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

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Event Date Tue Jan 25 EST - Wed Jan 26 EST (about 12 hours ago)
Location The Ritz-Carlton
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.

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

2022 Sponsors

• Brighthouse Financial
• Great American Life Insurance Co.
• Jackson
• Security Benefit
• Simon
• Mass Mutual
• Lincoln Financial Group