MMI Annuity & Insurance Solutions Roundtable Series

March 24, April 28, May 26
Charged admission | Open to members and non-members | Press allowed

The COVID-19 pandemic and ensuing economic fallout have dramatically impacted the financial well-being of many individuals, increasing their need – and appetite – for professional guidance and defined outcomes. Is the Annuity & Insurance Solutions industry ready for the opportunity?

MMI invites you to a three-part webinar series featuring some of the most innovative leaders in the Annuity & Insurance Solutions business. Join us for candid discussions on emerging insurance industry trends, strengths and weaknesses, and how firms are stepping up to better serve both advisors and clients. PLUS engage in a deeper dialogue on a 30-minute Zoom discussion with the speakers following each session. 


Includes the remaining live session and the March 24 and April 28 replays

Happening live on May 26


Wednesday, March 24, 2021 at 3:00 PM ET 
Demonstrating Value: The Consumer and Distribution Perspective
(Replay available if you purchase the full package)

Wednesday, April 28, 2021 at 11:00 AM ET
Looking Ahead: Portfolio Construction in a Post-Pandemic World

Wednesday, May 26, 2021 at 11:00 AM ET
The Technology Imperative: Tools, Platforms, and the Digital Experience

Even if you can’t attend the remaining sessions live, register anyway. Replays will be available to all registered attendees.

Questions? Contact MMI at or (646) 868-8500.

Additional Information


Partners & Sponsors

2021 MMI Titanium Partner

CE Credits

Investments & Wealth Institute® has accepted the MMI Annuity & Insurance Solutions Roundtable Series for 3.0 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Registration Fees

Full Package
Access to replay of the first two sessions plus access to the remaining live session
Standard Registration Fee: $249

  • A 10% discount is available for participants 3-5 from the same firm.
  • A 20% discount is available for participant 6 (and any additional) from the same firm.

Please contact MMI at (646) 868-8500 for details and the appropriate discount code.

Remaining Live Session
Access to the remaining live session
Standard Registration Fee: $79

Cancellation/Transfer Policy

Due to the nature of this event, no refunds or credits will be granted for cancelled registrations and no registration transfers will be permitted.

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Money Management Institute (MMI) conferences and events provide an opportunity for MMI members and other industry participants to come together for educational and networking purposes. Inappropriate behavior, such: as possible illegal conduct; use of derogatory or discriminatory language, gestures or actions; verbal or physical abuse of any type, unwanted advances or invasions of privacy; or any activity that might be construed as harassment, racism, or sexism, is unacceptable and will not be tolerated.

If you aware of, or are involved in an incident, at an MMI conference or event that violates this Code of Conduct, please contact MMI immediately. MMI will promptly and confidentially investigate any reported activities and take appropriate action.

Please also familiarize yourself with the MMI Antitrust Guidelines and Compliance Policy.


Attendee Registration Contact: or (646) 868-8500

Speaker Registration Contact:
Zelle Richardson or (646) 868-8510

Fees & Billing Contact:
Samantha Lustig or (646) 868-8516

Sponsor Opportunities Contact:
Joan Lensing or (646) 868-8518