Outside Insurance Desks Virtual Roundtable 2023 | Saltzman Associates | 5 April 2023 | Virtual
Venue
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| Event Date | Wed Apr 5 EDT - Thu Apr 6 EDT (over 1 year ago) |
| Location | Virtual |
| Region | All |
Details
This event focused on trends in the distribution of insurance and annuities through these new and emerging organizations. We take a deeper dive into these organizations, the models they employ, and discuss important considerations for institutional firms and their advisors. This virtual meeting takes place over two 1 ½ hour sessions, held on two different days. Attendees include executives from bank, credit union, wirehouse, national, regional and independent broker-dealer firms, RIAs, OID providers, insurance companies, and other industry experts.
Sponsors & Partners
2023 Sponsors
• BrightHouse Financial
• Corebridge
• FIDX
• Jackson
• MassMutual Ascend
• MassMutal Strategic Distributors