Greenwald’s Executive Forums are exclusive invitation-only study groups for navigating specialty health & wealth markets through meaningful dialogue.
Members of each forum enjoy input into the program, a mix of in-person and virtual meetings throughout the year, networking opportunities with industry peers and speakers, specially designed and enriching discussions on issues impacting their industry and gaining perspectives from leading experts and peers.
Retirement Management Executive Forum (RMEF)
The RMEF is for executives from a diverse set of companies focused on the retirement market to discuss key issues and shared concerns in the industry.
Example discussion topics include:
- Outlook for in-plan retirement income options
- The bifurcation of retirement: Implications for retirement planning
- Meeting the unmet needs of pre-retirees and retirees
Life Insurance Executive Forum (LIEF)
Greenwald’s newest forum gathers executives from various companies in the life insurance industry. A key focus is on innovative efforts to close the life insurance coverage gap.
Example discussion topics include:
- Insuring middle- and low-income markets
- Attracting and retaining the next generation of distributors
- Interactive collaboration and brainstorming on ways to close the coverage gap
Financial and Insurance Research Study Team (FIRST)
The FIRST Group is a small study group of senior researchers in financial services organizations.
It was founded discussions on key issues and get input from leading experts on topics of interest, focusing on retirement, employee benefits and investing behavior.
Members are drawn from financial services companies, trade associations, research institutes and other organizations.
Follow Us
