Robert A. Kerzner, CLU, ChFC President and CEO LIMRA, LOMA and LL Global, Inc.
As president and CEO of LIMRA, LOMA and their parent organization, LL Global, Inc., Bob Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have over 1,200 members in more than 70 countries, including most of the world’s largest life insurance companies. Together, LIMRA and LOMA provide their members with research, training and development, consulting, assessment, compliance and other benefits and services. Kerzner spearheaded the effort to bring LIMRA and LOMA together under a single management organization, LL Global, which became effective January 1, 2008.
Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. Under his leadership, the division experienced dramatic growth and record financial performance. In 2003, the division generated $145 million in earnings and had $8.73 billion in assets under management from sales of individual life products. Kerzner also led The Hartford into affiliated distribution with the acquisition of Woodbury Financial Services, a national broker-dealer organization with more than 1,800 independent representatives. Kerzner served as president of Woodbury following the acquisition. Kerzner’s career with The Hartford spanned 30 years from 1974 to 2004. In his first 20 years, he established performance records in field sales and management, before moving to senior management.
Kerzner is a graduate of Central Connecticut State University.
James W. Kerley, LLIF President LL Global Services, Inc.
Kerley became president of LIMRA Services, Inc. on July 1, 2007. In this role, he is responsible for the sales and product areas of LIMRA. Kerley brings more than 38 years of professional experience serving the financial services industry as manager, leader, consultant, and advisor. He spent nearly 25 years with New England Financial in senior marketing and sales management roles and implemented New England's first life insurance marketing relationships within the banking sector. Kerley was a founding partner of Trinity Communications, which grew into the seventh largest marketing communications firm in New England during his tenure.
Robert M. Baranoff, FLMI, LLIF Senior Vice President, Member Benefits LIMRA, LOMA and LL Global, Inc
Baranoff is responsible for LIMRA's global research program, including monitoring industry results and tracking the strategic issues that are and will be affecting the financial services industry. He also oversees the association's conference and research communication initiatives. An experienced marketing researcher, Baranoff is a former mathematics and physics instructor and a graduate of Wesleyan University, where he earned both B.A. and M.A.T. degrees. He also holds an M.B.A. with dual concentrations in marketing and management science from the University of New Haven, and is a member of the American Marketing Association and the Financial Institution Research Study Group.
Gary Aluise, LLIF Senior Vice President and Managing Director, International Operations LIMRA, LOMA and LL Global, Inc.
Aluise, who joined LIMRA in 2001, has primary responsibility for LIMRA and LOMA's international businesses in Asia, Latin America, the Caribbean, and Oceania. He has 34 years of experience in the insurance industry, including more than 25 years with MetLife in various capacities. He is a graduate of Villanova University and has completed executive programs at Harvard University Law School and Wharton Business School, University of Pennsylvania.
Jennifer Berlin, LLIF Corporate Vice President and Director, International Research LIMRA
Berlin is responsible for developing and directing LIMRA's international research program, which covers Asia, the Caribbean, Europe, and Latin America. The research program includes a variety of projects, such as consumer, producer, recruiting and retention, cost, compensation, and productivity studies. In addition to highlighting results and implications of this research, the international research unit also publishes opinion pieces on emerging issues (for example, global bancassurance) and reports that demonstrate "lessons learned." Berlin received her B.A. from the University of Hartford and her M.A. from the State University of New York at Albany.
Lucian J. Lombardi, ASA Vice President and Director, Distribution Research LIMRA
Lombardi directs LIMRA’s distribution and strategic research programs. The distribution research program tracks trends in the various delivery channels used to sell insurance and financial services. The strategic research program provides insight into emerging issues affecting the industry. He joined LIMRA in 1977 as a research associate and in 2002 was appointed vice president and director. Lombardi has written and spoken frequently on marketing issues, sales compensation design, and product development. His recent publications include: Memories of the Future: Four Scenarios of the Life Insurance Industry in the Year 2016 and Forces of Changes: Issues Facing Distribution Leaders.
Lombardi is a member of the American Marketing Association and Society of Actuaries. He received his master’s degree with distinction in mathematics from Trinity College (Hartford, CT).
James O. Mitchel, Ph.D., CEBS Vice President, Developmental Research LIMRA
Mitchel directs a staff of scientists and analysts who conduct research in the United States and Canada concerned with the marketing of risk and accumulation products and services to consumers. His staff gives particular emphasis to the business market and to the middle-market, affluent, and emerging consumer segments. Prior to assuming his present position, Mitchel was corporate vice president and director of Industry Research, and prior to that he headed LIMRA's Decision Resources unit. He joined LIMRA in 1974 as an associate scientist in Developmental Research. Mitchel holds a Ph.D. in industrial and organizational psychology from Bowling Green State University.
Marie Z. Rice Corporate Vice President and Director, Retirement Research LIMRA
Rice, who joined LIMRA in 2008, leads the Retirement Research group, which delivers retirement information and solutions to the LIMRA membership. Prior to assuming this role, she was vice president for market insights at Fidelity Investments where she led the employer and product retirement research. She also ran her own research consulting practice, providing marketing and business solutions to both financial and non-financial companies. Rice is often quoted in the industry press and has authored several articles. She is the staff representative for the Retirement Industry Conference and has over 25 years of research experience.
Todd A. Silverhart, Ph.D. Corporate Vice President and Director, Technology in Marketing and Distribution Research and Markets Research LIMRA
Silverhart is responsible for directing LIMRA's technology research program and its markets research program. He supervises and conducts company practices studies, consumer research, and white papers focused on helping LIMRA member companies understand developments in the use of technology specifically to market and distribute financial services products. He also oversees a staff of researchers responsible for examining the marketing of risk and accumulation products and services to consumers. This research program focuses on the business market as well as the middle-market and emerging consumer segments. A frequent industry speaker and author, he also serves as staff representative for LIMRA's Market Research Committee and the e-Business, CRM, and Distribution Management Technology study groups.
Having joined LIMRA in 1988, Silverhart previously served in LIMRA's Assessment Solutions unit, where he conducted producer and field manager selection research, consultation, and product development.
He is a graduate of Middlebury College and received his Ph.D. in industrial and organizational psychology from Old Dominion University.
Elaine F. Tumicki, CLU, ChFC, LLIF Corporate Vice President, Product Research LIMRA
Tumicki directs LIMRA's Product Research team, which is responsible for research on individual and group life, health, disability, and long-term care products. The Product Research team conducts ongoing surveys on sales, persistency, and product design, as well as marketing studies and company practices studies that respond to the needs of LIMRA's various constituencies. Tumicki, who joined LIMRA in 1980, was named to her present position in 2003.
She is a graduate of the University of Connecticut.