Maximize Your Impact At Annuity Roundtable 2025
Annuity Roundtable 2025, taking place on November 5, 2025, at the Fairmont Scottsdale Princess in Scottsdale, Arizona, brings together senior executives and strategy leaders from across the insurance, financial services, and annuity sectors. This closed-door event is known for facilitating meaningful conversations around product innovation, regulatory changes, digital transformation, and distribution strategies. Attendees have direct influence over product portfolio decisions, investment strategies, partnership selections, and technology adoption.
The event is highly regarded for attracting a concentrated group of decision-makers, including heads of annuities, CFOs, CMOs, and strategic development officers from leading carriers, broker-dealers, and fintech firms. Many attendees are evaluating budget allocations and looking for operational efficiencies, distribution partnerships, and customer engagement tools going into the new year.
Early engagement is critical. The Vendelux enriched attendee list gives revenue teams advanced visibility into who will be onsite, from rising leaders to budget holders. Knowing strategic priorities of this audience ahead of time creates more relevant conversations and allows teams to arrive with purpose and proposals in hand.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The attendee base at Annuity Roundtable 2025 is focused on financial product design, client experience optimization, and technology deployment within the insurance and annuity landscape. With the Vendelux enriched conference attendee list, commercial teams can segment financial services executives based on title and area of responsibility—such as actuarial, compliance, product development, or distribution.
This enriched attendee data can help sales teams prioritize outbound by identifying who holds budget authority and aligning messaging with product roadmaps or regulatory concerns. Marketing teams can shape pre-event campaigns around industry-specific themes like lifetime income solutions or hybrid annuity products. RevOps teams can cross-reference target accounts with event registrants to understand buying committee composition and accelerate outreach.
The list helps you get more meetings by revealing which carrier executives will be onsite. Teams can reach out early and tailor messaging to the operational goals of top attendees. During the event, meaningful in-person interactions can be shaped into long-term relationships. After the event, attendees can be placed into nurture tracks based on role, signals of interest, or solution alignment.
Timing Is Everything
Annuity Roundtable 2025 is scheduled for November 5, 2025. With many of the attendees planning next year’s initiatives in Q4, engaging them before the event is critical. Speakers and guests are often evaluating vendors to support next year’s launch cycles and operational changes.
Using the Vendelux enriched list, you can target key executives ahead of November, schedule meetings before their calendars fill up, and enter the event with alignment on themes and outcomes. Teams that act early significantly improve their relevance and conversion rates.
What’s Included In The Annuity Roundtable 2025 Attendee List?
Vendelux provides visibility into executives expected to attend Annuity Roundtable 2025 through a combination of organizer data and proprietary insights. Revenue teams can upload a list of strategic accounts to detect matches in the attendee list and prepare more effectively for outreach and meetings.
The enriched list includes first and last name, job title, company name, company website, city, state, country, LinkedIn profile, verified email addresses, and phone numbers when available.
Where Is Annuity Roundtable 2025?
The event will be held at Fairmont Scottsdale Princess in Scottsdale, Arizona, United States.
When Is Annuity Roundtable 2025?
Annuity Roundtable 2025 is scheduled for November 5, 2025.
What Type Of Event Is Annuity Roundtable 2025?
Annuity Roundtable 2025 is an executive-level summit focused on the insurance and annuity sectors. It includes curated networking, closed-door conversations, panel discussions, and keynotes from top leaders shaping annuity markets and retirement income strategies.
How Many People Attend Annuity Roundtable 2025?
The event is expected to attract a select group of financial services executives, primarily from the United States, including C-suite leaders, VPs, and senior directors in annuities, product management, actuarial services, and strategy. Attendance is typically under 300, allowing for high-quality, high-touch engagements.
