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Retirement Industry Conference

2017 Retirement Industry Conference - Sponsors and Exhibitors


CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include: Evaluation and comparison of annuity guarantees (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities); and consulting services supporting optimization and allocation of retirement income portfolios. Visit us at
Hannover Re

Hannover Life Reassurance Company of America (Hannover Re US) is the North American life and health reinsurance subsidiary of the Hannover Re Group. Hannover Re, with gross premium of around EUR 16.4 billion, is the third-largest reinsurer in the world. It transacts all lines of property & casualty and life & health reinsurance and is present on all continents. Established in 1966, the Hannover Re Group today has a network of more than 100 subsidiaries, branches and representative offices worldwide. The rating agencies most relevant to the insurance industry have awarded Hannover Re very strong insurer financial strength ratings (Standard & Poor's AA- "Very Strong" and A.M. Best A+ "Superior"). Visit us at
S_P Dow Jones

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit

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Accenture Life and Annuity Software delivers modern solutions to meet evolving market demands. By leveraging the Accenture Life Insurance & Annuity Platform (ALIP), with its robust functionality, advanced architecture and superior product configuration capabilities, our clients are accelerating product introduction and improving customer service. We also assist in advancing their digital agendas with progressive technologies such as personalized digital communications, portals, analytics and mobility.
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CapitalRock was founded in 2007 and develops sales analytics and product selection technology for the financial services industry. In light of the current regulatory environment, CapitalRock has enhanced its annuity selection tool and added a Retirement Income Profiler Capability to help with product selection to meet the best interest standard. CapitalRock Solutions have been widely adopted across the industry by large banks, broker dealers and insurance companies. Key differentiators for RightBridge systems include our configurable scoring engine and ReasonText™ which explains and justifies the product type solutions to meet the best interest requirement. CapitalRock founders have over 25 years of experience developing financial planning software and compliance technologies. Visit us at

Competiscan tracks your competitors’ direct marketing activity. We are a full-service, market intelligence research firm. Competiscan enables our clients to study communications activity by industry, company, and segmentation characteristic. Media channels tracked include Direct Mail, Email, Mobile, Online Display, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what consumers, business owners, financial advisors, plan sponsors/participants, and insurance producers are viewing in the marketplace. Visit us at
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.
Infosys McCamish

A leading developer of Insurance platform solutions and services in the insurance and financial services industry, Infosys McCamish delivers the right blend of business knowledge and technical expertise to ensure that your company achieves its growth initiatives and remains competitive. Our solutions improve your Agent and Customer satisfaction, while reducing risk and cost of operations. Our solutions are also poised to launch new products faster, optimize your expense & loss ratios and manage distribution channels rapidly & comprehensively. We offer flexible solutions through our Business Process Outsourcing, Software-as–a-Service, and License models. You can choose from one of these service models or operate with a combination of these models as your company’s needs evolve. Seven of the top ten US Insurers are among our 37 clients across five core businesses — Life Insurance and Annuity Services, Producer Management Services, Retirement Services, Employer Sponsored Services and Functional BPO Services.

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
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

The leading third party administrator in the life and annuity insurance industry, SE2 is Purpose built to future-proof insurance companies. SE2 supports over 20 direct clients, represents over 35 carriers, and services over 1,000 life and annuity products. SE2 has approximately $100 billion in assets under administration. For additional information, please visit
Sharp Point Data

Sharp Point Data are leaders in the automation of member communication for the financial services & insurance industries. The company has been providing member communication automation solutions to clients, all over the world, for over 10 years. Visit us at

The American College of Financial Services is a nonprofit educational institution with the highest level of academic accreditation dedicated to the leadership in innovative training and development for financial services professionals. The College is distinguished by resources of the highest quality innovation in program design and delivery, and results that create sustainable advantages for our students. Serving as a valued business partner to banks, brokerage firms, insurance companies, and others since 1927, The American College has assembled a faculty of the foremost though leaders in the industry to help companies and their employees success. Visit us at