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Event Date Wed Apr 27 EDT - Thu Apr 28 EDT (in 3 months)
Location TBA
Region All

The Annuity Roundtable is an event that is focused on trends, opportunities, issues and developments related to the sale and use of annuities within a broker dealer organization.

Attendees for this event include executives from independent broker-dealers as well as other industry experts, including representatives from insurance companies, service providers, marketing organizations and other related firms.

Consistent with the roundtable concept, all participants afforded equal opportunity to participate in the discussion, without regard to their organization or role. 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. And thanks to the support of our sponsors, there is no cost to participate.

Topics Discussed
• Technology updates
• Sales Trends and Product Developments
• Incorporating annuities more effectively into the financial planning process.
• Other topics as chosen by our meeting participants

Sponsors & Partners

2022 Sponsors

• Alirt Insurance Research
• AMS Financial Solutions Group
• Athene
• Brighthouse Financial
• Eagle Life Insurance Company
• Equitable
• F&G
• Great American Life Insurance Co.
• Jackson
• Mass Mutual
• Nationwide
• Pacific Life
• Protective
• Securian Financial
• Simon