2015 LIMRA Open House Agenda

Wednesday, July 8, 2015

1:00 pm - 1:25 pm - Welcome & Opening Remarks

1:25 pm - 1:35 pm - Move to Workshop Session I

1:35 pm - 2:25 pm: Workshop Session I

1. The Future of Group Benefits: Is the Glass Half Full or Half Empty?
2. The Mysteries of Life
3. The Affluent and Their Advisors
4. Get Connected @ the InfoCenter

2:25 pm - 2:40 pm - Break – LIMRA Cafeteria; Move to Workshop Session II

2:40 pm - 3:40 pm: Workshop Session II

5. Positioning for Success in the Retirement Market
6. Understanding the Chinese American Market
7. Jeopardy - LIMRA-Style!
8. A Price Dilemma in the Age of Transparency

3:30 pm - 3:45 pm - Break – LIMRA Cafeteria; Move to Workshop Session III

3:45 pm - 4:35 pm: Workshop Session III

9. Consumer Internet Use Research
10. Individual Annuities: Current Pathways and Future Trajectories
11. Customer Experience: Where We Go From Here
12. Selling Life Insurance in Banks: Keys to Success

4:45 pm - First shuttle to Marriott Hotel

5:15 pm - Second shuttle to Marriott Hotel

5:30 pm - 7:30 pm - Reception – Marriott Hotel, 28 Day Hill Road, Windsor, CT

Thursday, July 9, 2015

7:00 am - First shuttle from Marriott Hotel to LIMRA Headquarters

7:15 am - 8:00 am - Coffee-Continental Breakfast

7:30 am - Second shuttle from Marriott Hotel to LIMRA Headquarters

8:00 am - 8:30 am - General Session

New Ideas for Financial Services: Innovation Solutions from Other Industries

LIMRA Cafeteria

8:35 am - 8:40 am - Move to Workshop Session IV

8:40 am - 9:30 am: Workshop Session IV

13. Employee Views of Benefits Communication and Enrollment
14. Life Insurance Sampler
15. A Perfect Storm: Winds of (Retirement) Change for Today’s Workers and Tomorrow’s Retirees
16. Sizing Up Small Business Owners

9:30 am - 9:45 am - Break – LIMRA Cafeteria; Move to Workshop Session V

9:45 am - 10:35 am: Workshop Session V

17. Is Financial Wellness the Next Big Thing? Stressing the Point: Financial stress, the workplace and what providers and employers can do about it
18. How Custom Research Benefits LIMRA Members, Case Studies
19. New Executive Development and the Next Generation of Leaders

10:35 am - 10:45 am - Break – LIMRA Cafeteria; Move to Workshop Session VI

10:45 am - 11:45 am: Workshop Session VI

20. The Role of Voluntary Benefits in a Rapidly Changing Landscape
21. Understanding GenNext Advisors
22. Raising the Bar on Data Analytics Programs

11:45 am - Adjournment

12:00 pm - Shuttle to Bradley International Airport