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Come be a part of the only advanced planning meeting of its kind in the Insurance/Financial services industry – The IBC Study Group. If you are an independent advisor who works primarily with business owners and their key employees, then this is the meeting you want to be at.

Register for both the meeting and your hotel here.

P.S. We encourage bringing “junior” advisors who may be your legacy, to attend and learn, as well as a Center of Influence (COI).

Dates: November 1st, 2026 (4:30pm Reception) – November 3rd, 2026 (12:00pm end)
Location: The Hotel Monteleone,  214 Royal St, New Orleans, LA 70130

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Name *

First

Last

Firm Name *

Address *

Address Line 1

Address Line 2

City

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Zip Code

Phone *

Email *

Have you attended The IBC before? *

• Yes
• No

What Year? *

• 2025
• 2024
• 2023
• The Ramsey Study Group Years 2007- 2016

Pick all that you have attended

Which Days will you be attending? *

• Friday Night
• Saturday Night
• Sunday Evening (Meeting starts at 4:30pm)
• Monday Meeting
• Monday Evening Reception at Monteleone
• Monday Evening Event (see below)
• Tuesday Meeting (ends at 12:00pm)

Carrier Dine Around Options (Sunday Night Pick 3) *

• The Pelican Club
• Galatoire's
• Mr B.'s
• GW Fins
• R'Estaurant R'Evolution
• Other

These are the restaurants that we have tentative reservations for tables of EIGHT to Ten at 7:00pm Sunday night (please choose up to three).

What Restaurant would you suggest?

Dietary restrictions* *

• None
• Vegetarian
• Vegan
• Gluten-Free
• Kosher
• Nut Allergy
• Other

Would you be interested in a Pelican Basketball Game (on Sunday or Monday) *

• Yes
• No

After the reception at the Monteleone, instead of Mambo's, you have a choice of events

If the Saints are home on Sunday - Would you go to the 12pm game?

• Yes
• No

Are you or your firm a member of a Producer Group? (This is a 0% tolerance of recruiting meeting)

• Yes
• No

Producer Group Affiliation

• M Financial
• Lion Street
• Valmark
• NFP
• The Ridgeback Group
• Other

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