About This Event
The Advisory Annuity Solutions meeting is an in-person event to promote sharing best practices and strategies for offering various annuity solutions in a fee-based advisory model. This meeting will explore the many considerations for offering traditional advisory annuity products and contingent deferred annuities (CDAs).
Attendees include executives from banks, credit unions, wirehouses, national, regional, and independent broker-dealer/RIA firms, and other industry experts, including representatives from insurance companies, service providers, marketing organizations, and related firms.
Thanks to the support of our sponsors, there is No Charge to attend a Saltzman Associates Roundtable.
Complimentary items include accommodations at the host property for the days of the event, all event-related food and beverage, and travel reimbursement.
Special Thanks To Our Sponsors
Event Details
When
Start:
July 14, 2027 at 12:00 PM
End:
July 15, 2027 at 1:00 PM
Eastern Time
Where
JW Marriott Tampa Water Street
510 Water Street, Tampa, Florida, 33602, USA
Contact
Saltzman Associates
704-243-4512
events@saltzmanassociates.com
THE COUNTDOWN BEGINS
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