Insurance
May 6, 2027
Join industry peers for a collaborative discussion on the evolving insurance landscape. We’ll dive into product approval, due diligence, education, and sales initiatives, exploring ways to enhance advisor engagement, drive production, and maximize impact.
Potential Topics: Advancement in AI, Policy Reviews, Financial Planning, Insurance Specialists, High Net Worth Strategies, Business Planning, Advisor Engagement & Accountability, Insurance Technology, Product Due Diligence, Increasing Adoption & Production
Agenda & Logistics
WEDNESDAY
May 5
Check-In — All Day
Networking Event — 4:00pm
Dinner — 5:30pm
THURSDAY
May 6
Breakfast — 7:00-8:00am
Business Session — 8:00am-4:00pm
Networking Event — 4:30-6:00pm
Dinner — 6:00pm
FRIDAY
May 7
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.
2027 Attendees
Click the link to learn more about each attendee by visiting their LinkedIn page.
We will provide the attendee list as we get closer to the event
2027 Sponsors
We will provide the list as we get closer to the event
2026 Roundtable Highlights
2025 Fall Roundtable Highlights
2025 Spring Roundtable Highlights
2024 Roundtable Highlights
