Enter, Grow, or Excel: Positioning Your Business for the Annuity Market

October 22

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Whether you’re thinking of entering the market, are already there and are looking to grow, and are ready to truly excel—this session is for you.

In this breakout session, fellow BGAs share how they’re positioning their firms for the annuity market—whether entering, scaling, or refining an established book—and how cross-selling fits into that strategy. Expect practical takeaways on positioning and growth you can apply right away.

Speakers

Jim Cooper

Jim Cooper

Co-Chief Executive Officer
FInancial Independence Group
Jason Kestler

Jason Kestler

Head of Sales
MSG Financial Distributors

Jason Lea

CEO
SPG Life & Annuity

Greg Zahn

VP, Carrier Management
Highland Capital Brokerage