PLAN AN EVENT

Step 2: Set a Date + Get Support

AssetMark

800.664.5345

Anticipated Support: $500

Loring Ward

800.366.7266

Anticipated Support: $250–$500

WMP

877.773.8130

Anticipated Support: $250–$500


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

Transamerica

800.851.7555

Anticipated Support: $500-$1000

Allianz

800.542.5427

Anticipated Support: $1000-$2000

AIG

888.502.2900

Anticipated Support: $1000-$1500

American Funds

800.421.4225

Anticipated Support: $250–$500

Callamos

800.582.6959

Anticipated Support: $250–$500

Eaton Vance

800.262.1122

Anticipated Support: $250–$500

Franklin Templeton

800.632.2301

Anticipated Support: $250–$500

Invesco

800.959.4246

Anticipated Support: $500

Janus

800.525.3713

Anticipated Support: $250-$500

Keeley

800.533.5344

Anticipated Support: $250-$500

Legg Mason

877.965.1583

Anticipated Support: $250-$500

Mainstay

800.624.6782

Anticipated Support: $250-$500

Nuveen

800.558.4487

Anticipated Support: $250-$500

Oppenheimer

800.225.5677

Anticipated Support: $250-$500

Pimco

800.880.8684

Anticipated Support: $500

Royal Alliance

800.821.5100

Anticipated Support: $250-$500

State Street

800.997.7327

Anticipated Support: $250-$500

T. Rowe Price

800.992.9945

Anticipated Support: $250-$500

Victory Munder

877.660.4400

Anticipated Support: $250-$500


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

AIG

888.502.2900

Anticipated Support: $1000-$1500

Allianz

800.542.5427

Anticipated Support: $1000-$2000

AXA

888.517.9900

Anticipated Support: $500-$1000

Brighthouse

800.848.3854

Anticipated Support: $500-$1000

Delaware Life

855.478.3673

Anticipated Support: $500-$1000

Global Atlantic

877.454.4777

Anticipated Support: $500-$1200

Jackson National

800.644.4565

Anticipated Support: $1000-$1500

John Hancock

800.344.1029

Anticipated Support: $500-$1000

Lincoln

877.533.0118

Anticipated Support: $500-$1000

Midland

855.624.0201

Anticipated Support: $500-$1000

Nationwide

800.321.6064

Anticipated Support: $500-$1000

Ohio National

888.744.7355

Anticipated Support: $500-$1000

Pacific Life

800.829.5777

Anticipated Support: $500-$1000

Protective Life

800.866.9933

$500-$1500

Prudential

800.628.6039

Anticipated Support: $2000

Security Benefit

855.977.5942

Anticipated Support: $500-$1000

Transamerica

800.851.7555

Anticipated Support: $500-$1000

Voya

800.344.6860

Anticipated Support: $500-$1000

Great West

877.703.6980

Anticipated Support: $500-$1000


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

Allianz

800.542.5427

Anticipated Support: $1000-$2000

AIG

888.502.2900

Anticipated Support: $1000-$1500

American Financial

800.880.3072

Anticipated Support: $250-$1000

Core

800.541.7713

$500-$1500

Delaware Life

855.478.3673

$500-$1500

DBS

800.869.1327

(Can’t Support Seminars) $0

Midland

855.624.0201

Anticipated Support: $500

Producer Resources

630.270.7948

Anticipated Support: $250-$500

Protective Life

800.866.9933

$500-$1500

Prudential

800.628.6039

$500-$2000


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

American Financial

800.880.3072

Anticipated Support: $250-$1000

Core

800.541.7713

$500-$1500

Delaware Life

855.478.3673

$500-$1500

DBS

800.869.1327

(Can’t Support Client Seminars) $0

Lincoln

877.275.5462

Anticipated Support: $500-$1000

Pacific Life

800.829.5777

Anticipated Support: $500-$1000

Producer Resources

630.270.7948

Anticipated Support: $250-$500

Protective Life

800.866.9933

$500-$1500

Prudential

855.386.2450

Anticipated Support: $250-$500


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

DBS

800.869.1327

(Can’t Support Client Seminars) $0

Great Lakes

877.668.2484

Anticipated Support: $250-$500

Producer Resources

630.270.7948

Anticipated Support: $250-$500


Considerations for negotiating support:

  • Typically used in combination with other product vendors
  • Commonly used when the wholesaler is presenting Capital Markets
  • Requests need to be made several months prior to event
  • Miscellaneous event gifts are typically not provided

Note: Expect a lower level of support

View resources for a different step in the event planning process:

    Step 1: Compile Pre-Event Materials

    Step 1: Compile Pre-Event Materials

    A pre-event checklist and documents needed to begin preparing for your event.

    Step 2: Set a Date + Get Support

    Step 2: Set a Date + Get Support

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 3: Choose a Presentation and Invitation

    Step 3: Choose a Presentation and Invitation

    Browse pre-made presentation and invitation options by event type.

    Step 4: Order Branded Gifts

    Step 4: Order Branded Gifts

    Order small, branded gifts for participants who attend your event.

    Step 5: Submit Reimbursements

    Step 5: Submit Reimbursements

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 6: Post Event Essentials

    Step 6: Post Event Essentials

    Get follow up resources to your event, as well as new-client resources you may need.