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RIC 2016

Sponsors and Exhibitors

DIGITAL TRAINING STRATEGIC PARTNER
Mindset Digital

Mindset Digital gets you up to speed in a digital world. We offer online certifications in digital marketing, selling in a social world, leading in a social world and more. We know you're crazy busy, so our highly visual, interactive courses are offered in 15-minute sessions that you can watch on your smartphone or tablet. We've also provided keynotes and in-depth camps to more than 42,000 people in person — so we know how you learn and what you most want to know. We've got you covered. Visit us at http://mindsetdigital.com/


SPONSORS
Cannex_160

CANNEX Financial Exchanges gathers, compiles, analyzes and distributes comparative information about financial products offered by North American financial institutions.  Its U.S. services include:

  • Income Annuity (SPIA/DIA) Surveys, Quotes & Illustrations
  • Fixed Rate Annuities (SPDA)
  • Product Allocation (between managed accounts, income annuities & guaranteed living benefits) and Evaluation Services & Consulting
  • Custom Web Applications

Visit us at www.cannex.com



NEOS LLC

NEOS is a management consulting and technology services firm specializing in the global insurance industry with deep experience in holistic modernization, data governance, and operations excellence consulting. Clients range from multi-line to more specialized providers. Solutions encompass product innovation and speed to market; legacy product and closed block management; operational and IT risk; and business-technology strategy. Services include process redesign and optimization; enterprise data strategies and design; and program value assurance. Visit us at www.neosllc.com
S-P Dow Jones Indices LLC

S&P Dow Jones Indices LLC, a part of McGraw Hill Financial, is the world's largest global resource for index-based concepts, data and research with over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of investors. With over 1,000,000 indices covering a wide range of asset classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets.  For more information, visit www.spjdi.com.


EXHIBITORS
Accenture

Accenture’s Life and Annuity software offers strategic solutions that support mission critical life and annuity products and processes. Our comprehensive solutions enable automation across the full policy lifecycle, from new business to claims/payout; and provide innovative digital and dynamic offerings for tomorrow's Insurer. Visit us at www.accenture.com/lifeandannuitysoftware
Corporate Insight

Corporate Insight provides competitive intelligence, consulting and user experience research to the nation's leading insurers, financial services firms and educational institutions. For more than two decades, the firm has published customer experience-focused research and has advised clients on key competitive issues with a focus on helping them improve their digital capabilities. The firm offers subscription-based Monitor services in 14 verticals, including retirement, brokerage and life insurance, along with custom research and consulting services, digital capabilities audits, special studies and UX research
Income Discovery

Income Discovery is a toolset to enhance retirement outcome for clients. It uses multiple levers to safely boost retirement income for clients. The first lever is an optimal claiming strategy for Social Security. The next lever is the ideal mix of annuities, investments and other retirement products. The last lever is a dynamic withdrawal order across tax-type accounts with corresponding strategic allocation for each account over time (called “glide path”).  Getting clients the desired lifestyle with high confidence results in more business for the serving institution, as has been demonstrated at three institutional deployments.  Visit us at  www.incomediscovery.com
LIDP_logo

LIDP has led the industry in providing innovative solutions for policy and contract administration for over 35 years. TITANIUM, is an award-winning solution built for the future of the life insurance industry. With 24X7 availability, JEE portability and scalability and complete SOA enablement you can achieve your digital initiatives. LIDP has a 100% success rate in implementation and conversion which will improve services to clients and producers. Visit us at www.lidp.com
Millennium Trust Company

Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. We serve as a complement to services offered by other custodians. Our innovative solutions include rollover solutions, alternative asset custody, private fund custody and advisor support services. As an Automatic Rollover IRA provider for ongoing, terminated and abandoned plans, we provide a solution that fully complies with DOL Safe Harbor regulations. We are uniquely positioned to work with a wide range of professionals to service over 340,000 IRA accounts. For more information, please visit our website at www.mtrustcompany.com
Pension Advisory Group, Inc.

Pension Advisory Group, Inc. is a boutique firm specializing in Pension Disability Insurance for 401k & 403b Plans. We have pioneered retirement completion by teaming up with Pro Financial and Lloyds of London to create the first guaranteed issue group pension completion product, the Retirement Income Assurance Plan ™. With over 40 years of experience with retirement plans, we are your authority on retirement planning.  Visit us at http://pensionadvisorygrp.com/
Ruark

Our industry experience studies include more than 70% of the Variable Annuity and Fixed Indexed Annuity markets respectively. These analytics serve as the foundation of our consulting services.

With these deep insights into policyholder behavior, along with predictive modeling techniques, Ruark partners with its clients to drive

  • Actuarial risk management,
  • Reinsurance initiatives,
  • Dynamic product design
  • Rigorous assumptions setting.

ruark.co

se2 - tagline

se² offers a full range of end-to-end business processing solutions, hosted technology solutions and consulting services tailored for life insurance companies. se2 offers transformational state-of-the-art insurance technology to modernize your administration tools, optimize your administration environment, lower your operating costs, and reduce overall risk. Our award-winning state-of-the-art technology was developed for and is currently run by insurance professionals for administration of in-force business, manufacturing of new product and administration of new business. For more information, please visit www.se2.com
S-P Dow Jones Indices LLC

S&P Dow Jones Indices LLC, a part of McGraw Hill Financial, is the world's largest global resource for index-based concepts, data and research with over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of investors. With over 1,000,000 indices covering a wide range of asset classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets.  For more information, visit www.spjdi.com.