LIMRA|LOMA Canadian members please email customer.service@limra.com for special registration instructions. Innovative recruiting and retention strategies for financial professionals that are inclusive are key. Self-monitor and report any symptoms to meeting organizers immediately. Insana is well-known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others: captains of industry from Bill Gates to the late Jack Welch and Steve Jobs, top economists, analysts and global heads of state, from former Soviet leader Mikhail Gorbachev to Jordanian Queen Rania. At this session, we will discuss designs in the current market, high-level market trends, regulatory happenings, and opportunities for innovation in combining LTC coverage with life insurance and annuities. June 9, 2023 | News Members of our Insurance team recently attended the 2023 LIMRA Life and Annuity conference in Salt Lake City. His nonprofit activities include serving on the board of Best Point, the University of Cincinnati Lindner School of Business Advisory Board, the Grand Valley State University Foundation, the Grand Valley State University Siedman School of Business advisory board and a member of the Cincinnati Chapter of Young Presidents Organization (YPO). 10+ Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. MATTHEW LEMIEUXSVP, Product ManagementJackson, KIMBERLY GENOVESEVP Annuity Product Management & InsightsLincoln Financial Group, SCOTT BOWERSChief Strategy and Distribution OfficerFIDx, LAUREN MITCHELLVP Annuity and Insurance ProductsLPL Financial. In the case of a phone call, never give out your credit card information. This session will discuss the current state of consumer protection related topics for life and annuity providers, including the standard of care applicable to sales transactions, the future of privacy regulation, and the use of genetic testing. We will present a four-stage approach to bias measurement and mitigation to address data and models as sources of unwanted bias. Make your reservations by September 27, 2023 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Annual Conference in order to receive the group rate of $299.00 single/double (plus applicable sales taxes). In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. 4/24/2023 - 4/26/2023 The Grand America Hotel, Salt Lake City, UT Overview WHO ATTENDS Professionals involved in the development, operations, marketing, distribution, technology or administration of both individual life insurance and annuity products. Hotel Reservations. While in office, New Zealand reached 50 percent representation of women in parliament, and on government appointed boards. The life insurance product line not only survived, but thrived, during the COVID-19 pandemic. This session will cover the regulatory, technical, and ethical concerns that shape uses of AI in insurance applications. Prior to joining Prudential, Rob was the general manager of USAAs life insurance line, responsible for products and experience designed to support USAA members core life insurance needs. WILLIAM R. ROONEY, MDVice President/Medical DirectorSCOR, CHRIS SIUDZINSKI, FSA, MAAALead ActuaryINSKI Consultants. Dawn Behnke serves as executive vice president of the Life Insurance Division at Pacific Life. [ANNUITY] The Evolving Retirement Landscape: The Consumer View. We will discuss key strategies in these areas of opportunities that will influence the future of our industry and the markets we serve, including: distribution, data and technology, talent imperatives, and other strategic issues within insurance, annuities, and worksite benefits. Private equity firms have also been investing in the independent brokerage channel. Join this session to discuss the work we need to do to modernize e-commerce in the life insurance industry to best serve our customers. Attendees will gain valuable insights and practical guidance from industry experts to effectively build a resilient and high-performing workforce. ALISON SALKASVP, Director Member Benefits and ResearchLIMRA and LOMA. 4.5 Building the Case for Legacy Modernization, 5.1 Where do we go from here? A number of carriers and distributors have started changing how policyholders engage with their life insurance policies. What are these elements of change? With the games postponed, shes maintained her training determined to continue to use her voice to bring awareness to breast cancer. She also has previous experience as an executive vice president at Wells Fargo. Join this session to learn how one company is incorporating customer feedback through a multifaceted approach of cross-functional collaboration to enhance customer experience. 6.2 Fee-Based Annuities: Are They Gaining Traction in RIAs? Requests after March 30, 2023 will be accepted on the basis of space availability. Please contact our Event Planner, Amanda Cristina, if you need assistance with reservations. Jon Pike has served as Utah Insurance Commissioner since January 5, 2021. The life insurance industry is in the midst of an underwriting transformation driven by advancements in technology, data analytics, and a shift towards more personalized and data-driven decision-making. Last morning at the 2023 LIMRA Life and Annuity Conference in Salt Lake City, Utah! [CANADIAN] A Canadian Perspective: Driving Growth in a Changing World, 10. Gaylord National Resort & Convention Center, 201 Waterfront StreetNational Harbor, MD, USA, 20745, 1-877-382-7299 (mention the LIMRA Annual Conference). . CHRISTOPHER GANDYAssociate General AgentMidwest Legacy Group LLC, MAEGHAN GALEPolicy Director, Government RelationsNational Association of Insurance & Financial Advisors, KY LEWIS, FLMI, AIRC, ACS, ARA, ModeratorDirector, Congressional & Regulatory AffairsAmerican Council of Life Insurers. In 2006, Behnke was promoted to vice president, then to senior vice president in 2010 where she was responsible for the Life Insurance Divisions product, marketing, underwriting, information technology, and strategic planning functions. 555 South Main StreetSalt Lake City, Utah, USA, 84111, 1-800-437-5288 (mention the Life Insurance & Annuity Conference). Individual Life COVID-19 Reported Claims Analysis. Forging the future involves actively shaping the world by taking deliberate actions that align with our vision and values. BRYAN HODGENSCVP Head of Annuity and Distribution ResearchLIMRA and LOMA. M&A activity isnt slowing down, and the consolidation of BGAs and IMOs is creating new platforms to support agents. In this role, she is responsible for the growth and profitability of the division, as well as the continued expansion efforts in core and new markets. Kimberly Landry on LinkedIn: 2023 Supplemental Health, DI & LTC Conference 2020 Life Insurance Conference, scheduled for April 20-22 in Salt Lake City 2020 Retirement Industry Conference, scheduled for April 22-24 in Salt Lake City Report your status to the convening team so the proper contact tracing interview can be conducted. Prior to joining Equitable, Steve was the co-founder of GuardVest, a fintech startup. Every aspect of our industrys ecosystem is under pressure, whether it be pre and post sale processes, employee benefit enrollment, or customer acquisition. Leaders who continuously evaluate their business operations will ensure value creation and long-term success. In the wake of the pandemic, financial firms have reevaluated their wholesaling team structures and the ways in which wholesalers interact with advisors, both virtually and in person. Consumer protection is a fundamental aspect of the insurance industry, ensuring fair and ethical practices to safeguard the interests of policyholders. 2023 Life Insurance & Annuity Conference - Sponsor and Exhibitor Prospectus, Nicole ChiarodoSponsor/Exhibitor Salesnchiarodo@limra.com. No refunds will be issued after October 13, 2023. LIMRA 2023 Life Insurance & Annuity Conference - insurtechexpress 2023 LIMRA and LOMA Canada Annual Conference Change Happens, What's Next? Businesses around the globe are facing unprecedented disruption and a volatile macroeconomic outlook. In recent years, there has been increasing interest in incorporating annuity products into 401(k) plans and IRAs to provide retirees with a guaranteed income stream. Utah Jazz Guarantee Kelly Olynyk's Contract for 2023-24 Return - Inside He is the chairman of the Brighthouse Financial Foundation and the chairman of Brighthouse Scholar Connections, Inc. To be eligible for a LIMRA.com user account, you must be an employee of the home/head office of a LIMRA member company. DAVID BLANCHETT, Ph.D., CFA, CFPManaging Director and Head of Retirement ResearchPGiM DC Solutions, MICHAEL FINKE, Ph.D., CFPProfessor of Wealth ManagementThe American College, DAVID LAUFounder and Chief Executive OfficerDPL Financial Partners. AI brings with it the limitless possibilities to fundamentally reshape our industry across the entire value chain. Hear what senior executives think about the future of life insurance: The annuity product line saw historic growth last year rising interest rates and volatile equity markets in 2022 have created an environment where fixed-rate deferred products are seeing record sales. 2023 LIMRA Annual Conference Steigerwalt also served as MetLifes interim chief financial officer from 2011 to 2012, chief financial officer for MetLifes U.S. businesses from 2009 to 2011 and MetLifes treasurer from 2007 to 2009. We will be leveraging findings from recent Society of Actuaries research and discussing ways that our industry can continue to evolve new solutions and best practices. Are e-commerce issues state or federal? Rob proudly served 10 years in the United States Marine Corps and actively volunteers and supports various organizations serving veterans. 2023 Supplemental Health, DI & LTC Conference - LOMA The session will explore this segment of the market and how GLWB riders play into the future. This session will focus on the latest developments in the life insurance product arena. It is a 3 day event organised by LIMRA and will conclude on 04-Aug-2023. Cover your nose and mouth when coughing or sneezing. Nicole Chiarodo, Sponsor & Exhibitor Sales | nchiarodo@limra.com, Email: infocenter@limra.comHours:Mon - Fri 7:30am - 4:30pm ET, Producer Compliance Training Support 866-364-2380, Catherine Theroux Director, Public Relations, Office: 860-285-7787Cell: 703-447-3257ctheroux@limra.com. If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. DALE HALL, FSA, MAAA, CERA, CFAManaging Director of ResearchSociety of Actuaries Research Institute, MAUREEN SHAUGHNESSY, FSA, MAAASenior Actuary, Experience StudiesLIMRA and LOMA. Take advantage of our group rates to ensure your teams knowledge stays relevant and up-to-date amid the changing trends and directions in the industry. 2023 LIMRA Annual Conference - Virtual. For the past several years, LIMRA has monitored how customers evaluate their experiences working with their carriers as they manage their life insurance policies. Furthermore, we will explore their current and future technology investments including advanced analytics, digital customer experience, core legacy systems, blockchain, and AI and how they can provide a competitive edge. What are the key challenges for the product line and how will we overcome them? Ms Ardern is a passionate advocate on climate action and is a board member of The Earthshot Prize, focusing on solutions to climate change and environmental issues. 801-531-0800. Our designated conference hotels will not call you unless you contact them first. As the InsurTech industry further matures in its teenage years, what opportunities does the next decade present to us as an industry? This work continues in his roles with Lafayette Life and Columbus Life and will provide further opportunities to leverage the highly regarded retirement services capabilities of those companies. STEVE COX, FSA, MAAAHead of Life and Combination ProductsLife Innovators, ERIK WENZEL, FSADirector, ActuaryAssured Allies. PHIL BROWNCorporate Vice President, Commercial ResearchLIMRA and LOMA, BRIAN CAREYSenior Director- Insurance Industry PrincipalEquiSoft, MELISSA DEWINDTDirector, Customer ServiceGerber Life Insurance Company, GAURAV MEHRA2nd Vice President-Experience Design, Insights and InnovationAmeritas, TODD SILVERHART, ModeratorCorporate Vice President & Director, Research Quality & PerformanceLIMRA and LOMA. Matthew Drinkwater (LIMRA) Bryan Hodgens AIF, CRC on LinkedIn: LIMRA Life & Annuity Conference: Salt Lake City - fee based annuities in Nikki Freeman on LinkedIn: Last morning at the 2023 LIMRA Life and This session will explore from a clinical perspective what these tests are, can do, and may hold for the future. @BrighthouseFin. A single payment is required along with the total number of registrants. Hear from a panel of industry executives who will share their valuable perspectives on these trends and shed light on how their companies are responding in the current business environment. 2.4 The Rules of Attraction: Finding and Hiring the Best and the Brightest, 2.5 Understanding Annuity Reinsurance SESSION HAS BEEN CANCELLED, NAIC Fireside Chat With Utah Commissioner, Jon Pike, 3.1 Impact of the Current Economic Environment on Life Insurance and Annuities, 3.3 Removing Barriers and Expanding Diversity, Equity, and Inclusion (DE&I) in the Producer Population, 3.4 Wellness Benefits: Evolution and Impact, 3.5 Artificial Intelligence: Assessing Unfair Bias, 4.1 Understanding the Customer Journey in Purchasing Life Insurance, 4.2 Retirement Income Planning: Making Sense of the 4% Withdrawal Rule. The pandemic having served as a further catalyst to ongoing rapid digitization, where should our focus collectively be in the Roaring Digital Twenties? Join us as our panel of industry experts predicts what the next decade in InsurTech might look like, and how this next decade could revolutionize the value we provide to millions of American families. We will explore the future of the annuity industry with a panel of senior executives. TIMOTHY C. PFEIFERPresidentPfeifer Advisory LLC. This session will help actuaries keeping up with this promise to act professionally and ethically through a review the current ASOPs and through work with real life ethical issues where the audience will vote and discuss the appropriate course of action. JULIANNE CALLAWAYVice President and Senior Actuary, Strategic ResearchRGA, SAMANTHA CHOWGlobal LA&H Sector LeaderCapgemini, BLAKE HILL, FSA, FCIAVice President Sales North AmericaDacadoo, MIKE GUGIG, ModeratorGeneral CounselAssured Allies. Carriers, technology providers, and InsurTechs have established a broader, richer, and collaborative ecosystem. from Penn State and an M.B.A. from Lehigh University. On the flip side, what excites them most about the future? President, Life and Annuities and LFN, Lincoln Financial Group, President, US Insurance Solutions, Principal, BRUCE DONALDSONPresident and Chief Executive OfficerSimplicity Group, BRYAN HODGENSCorporate Vice President, Distribution and Annuities, Member BenefitsLIMRA and LOMA, ADAM KAROLManaging DirectorSilverlake Partners, TAMARA KRAVECChief Financial OfficerM Financial Group, FRANK SPENCER, ModeratorHead of Life Insurance DistributionNationwide. Looking for conferences events in Salt Lake City? . Wash hands frequently throughout the meeting. | Copyright 2023, LL Global. Join industry experts in a discussion of fresh perspectives of the unique opportunities available in innovating accessibility in the benefits space. 2023 Life & Annuity Conference - Choose Registration scheduled for April 20-22 in Salt Lake City; 2020 Retirement Industry Conference . JASON BOWMANFounder and CEOCumpane Solutions. This four-time Olympians impressive rise started while she was just a sophomore at Georgia Tech when she made her first Olympic appearance. It also explores trends and insights of an expanded number of demographic segments. 2023 edition of Supplemental Health, DI & LTC Conference will be held at Salt Lake Marriott Downtown at City Creek, Salt Lake starting on 02nd August. Conferences - LOMA His unique presentations are in high demand from leading associations and global brands like Google, Viacom, Toyota, Nike, and Paypal. If you are having symptoms and need to seek medical attention, there will be a list of service options available. Steve graduated from the University of Missouri-Columbia and currently resides in Kansas City, MO with his three children. List of Events & Webinars Recordings & Podcasts Equisoft's Re-Engineering Your End-to-End Customer Experience Workshop Date: 2021 October 4 Monday, October 4th, 2021 | 1:00PM - 4:00PM Location: Mandalay Bay Convention Center, Las Vegas, NV Official Life & Annuities Pre-Conference Workshop. BO BRAGAWManaging DirectorWBO Partners of Alex Brown, CHRIS CALLAHANMember Relations DirectorLIMRA and LOMA. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. Cancellations received before September 29, 2023 will be refunded, less a $75 processing fee. JOE KHOURYManaging Director and PartnerBCG, ALISON SALKA, Ph.D.Senior Vice PresidentLIMRA and LOMA. Presented by LIMRA, LOMA, SOA and ACLI April 20 - 22, 2020 The Grand America Hotel Salt Lake City, Utah CONFERENCE SCHEDULE . Ron Insana covers the most pressing economic and market issues of the day. Share this event. The ways in which consumers access information, shop, and buy life insurance is continuously evolving. Join this session to learn more about what to expect in mainstream insurance portfolio construction in the years ahead. We will provide a special company link/code for your organization to distribute to the group. Bryan Hodgens AIF, CRC on LinkedIn: LIMRA Life & Annuity Conference All cancellations must be received in writing. He is also the co-author, with British historian Andrew Roberts, of Conflict: The Evolution of Warfare from 1945 to Ukraine.. Jazz's Jordan Clarkson Gains Interest From Western Conference Spenders Lakers News: Western Conference Rivals May Join Austin Reaves Free Agency Sweepstakes. LIMRA and EY recently partnered to explore technology investments and future priorities of life insurance companies aiming to achieve competitive advantages. Prior to becoming president and CEO of Allianz Life in 2021, Jirele led the companys growth and marketing team, overseeing initiatives related to product, marketing, digital, and new markets. M&A activity is disrupting the independent distribution channel. RINO DONOFRIO, FSA, FCIAPresident and Chief Operating OfficerRBC, NAVEED IRSHAD, FCIA, FSA, MAAAPresident and Chief Executive OfficerManulife, RENEE LaFLAMME, FCPA, FCA, CFAExecutive Vice President, Individual Insurance, Savings & RetirementIndustrial AllianceFABRICE MORINExecutive Vice President, Individual Wealth & Insurance SolutionsCanada Life, PAUL GRIMES, ModeratorSenior Vice President, Distribution Independent Advisor NetworkIndustrial Alliance. In the next decade, half of the producer population will retire. With emerging innovation in healthcare, medicine, and technology, there are real and measurable opportunities to impact policyholder health, which translate to improved business performance. President and Chief Executive Officer, Allianz Life Insurance Company of North America, MODERATOR. It means anticipating challenges and opportunities, and preparing ourselves to tackle them with creativity and resilience. Several macroeconomic trends have been causing industry players to rethink their operating models. Conferences . In this session, a panel of industry experts will share overviews of their companies approaches to evolving the customers experience and provide actionable insights. Last morning at the 2023 LIMRA Life and Annuity Conference in Salt Lake City, Utah! A single payment is required along with the total number of registrants. He and his wife, Tiffany, have two children and reside in Indian Hill, Ohio. Check out who is attending exhibiting speaking schedule & agenda reviews timing entry ticket fees. With uneven pass rates and a shrinking middle class, it is imperative that the industry foster an environment that encourages entering this profession. Join us for an insightful session where we delve into these critical topics, allowing you to effectively connect with this important market segment to drive sales success. Bultema joined Western & Southern Financial Group in 2017 as the senior vice president of Institutional Markets with responsibility for building institutional relationships in the pension risk transfer, bank-owned life insurance and other markets. The Life Insurance & Annuity Conference provides the opportunity to learn from and interact with individuals involved in the development, operations, marketing, distribution, technology and administration of life insurance and annuity products. Insana is the co-founder and CEO of Contrast Capital Partners, an investment solutions firm that caters to the needs of the investment advisor community and CEO of The Insana Entertainment Group, a film and TV production company. We cannot combine existing individual registrations into group registrations. Events & Webinars - insurtechexpress 2023 NBA Draft: Complete results, picks 1-58. Chaunte is a world champion and has broken the American Record three times and is the current American record holder in indoor and outdoor high jump. Join this session to learn about the impact of COVID-19 on future mortality, featuring both general and life-insured population trends. [LIFE] Seize the Opportunity: Closing the Life Insurance Protection Gap, 5. Professionals involved in the development, operations, marketing, distribution, technology or administration of both individual life insurance and annuity products. For over three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991. Self-monitor and report any symptoms to meeting organizers immediately. TED EPPSPrincipal, Global Technology Leader, Life Insurance Transformation PracticeEY, JENNIFER HERZPrincipal, Lead Life Stratedy, Life Insurance Transformation PracticeEY.