what to expect...

For those that were able to attend our very first Partner Roundtable in Dec 2019 (also in NYC), this is going to be a similar format where it is less structured, and we roll up our sleeves in a true mastermind format.  These intimate sessions often are where the “magic” happens, for example a direct result of the 2020 NYC roundtable is the Institutional Fixed Index Annuity product that will soon ready for distribution and should be a game changer in that space.

This registration is a formality so we have a count of attendance. Partners attending are responsible for sourcing their own hotel room in the midtown Manhattan area.

We’re going to have in attendance some of our brand new AEG Partners, so this is going to be a great opportunity to make a connection in a relaxed setting.  Please CLICK HERE if you have any questions.

Meeting Details

10a - 4p

JAY SUITES | 6th Floor
1441 Broadway

between 41st & 40th Street

New York, NY 10018



Go straight to the 6th floor and the receptionist on 6 will escort you to

Meeting Room I upon arrival!


  • Sun, June 26 – We will likely have an informal dinner for those that decide to come into town early.

  • Mon, June 27 – We will host a dinner this evening, location TBD

  • Tues, June 28 – Partner Roundtable, starts @ 10am EST to allow those flying in that morning or commuting into town.