Summary - Outsourced Insurance & Annuity Distribution Virtual Roundtable

The Outsourced Insurance Desk (OID) Virtual Roundtable is a virtual meeting focused on trends in the distribution of insurance and annuities through these new and emerging organizations. We take a deeper dive into these organizations, and the models they employ, and discuss important considerations for institutional firms and their advisors.

This two-hour virtual meeting includes executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealer firms, RIAs, OID providers, insurance companies, and other industry experts.

Thanks to the support of our sponsors, there is No Charge to attend a Saltzman Associates Roundtable.

This is a virtual event that will be hosted online. A join link will be provided to you after your registration is approved.