Annuities
April 7, 2027
Join fellow industry leaders for dynamic discussions on shelf management, due diligence, and sales strategies. We’ll dive into best practices, address pressing challenges, and explore ways to drive growth and efficiency. Come ready to share, learn, and gain fresh insights!
Potential Topics: Artificial Intelligence, Client Income Needs, Suitability Guidelines, NIGO Reduction, Fee-Based Annuities, New Product Design, Product Approval, Maximizing Partnerships, Sales Trends, Annuity Sales Process Enhancement, The Latest in Annuity Technology
Agenda & Logistics
TUESDAY
April 6
Check-In — All Day
Welcome Reception — 4:00pm
Dinner — 5:30pm
WEDNESDAY
April 7
Breakfast — 7:00-8:00am
Business Session — 8:00am-4:00pm
Networking Event — 4:30-6:00pm
Dinner — 6:00pm
THURSDAY
April 8
Departure — fly home at your leisure
LOCATION
Your room will be reserved for you.
Please contact Rhonda Kulhanek with all travel related requests and questions.
Fall 2026 Attendees
Click the link to learn more about each attendee by visiting their LinkedIn page.
Brian Mack - Citi
Christopher Teague - First Command
Brandon Miller - Huntington
Jeff Demsky - JP Morgan
Jeffrey Heyer-Jones - JP Morgan
Heather Shaffer - Key Investments
Ben Gross - Wesbanco
Fall 2026 Sponsors
AnnuityRateWatch.com
Ash Brokerage
Athene
AuguStar
Axonic Insurance
Benefit Bank Distributors
Brookfield Wealth Solutions
Corebridge Financial
Eagle Life Insurance Company
Equitable
Everly
Fidelity Investments
FIDx
Financial Independence Group
F&G
iCapital
InspereX
iPipeline
Jackson
JPMorgan
K1 Strategies
Kuvare
Lincoln Financial
LPL Financial
Luma Financial Technologies
MassMutual Ascend
MassMutual Strategic Distributors
Midwood Financial
Mutual of Omaha
Nassau Financial Group
Nationwide
Oceanview
Pacific Life
Prosperity Life
Protective Life
Reliance Standard
Sammons Institutional Group
Securian Financial
The Standard
TruStage
W&S Financial Group Distributors
