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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

NEOS is a recognized leader in helping global organizations revolutionize their data and business strategies. Specializing in insurance, financial services, and information services, NEOS provides management consulting and delivery services that enable clients to capture the value of data across the enterprise and apply smarter operational efficiencies. With decades of industry experience and strategic vision, NEOS delivers provocative solutions to the business, data, and technology challenges organizations face today–and helps move their business forward. Learn more 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 Life and Annuity Software — Accenture’s life and annuity software delivers solutions that propel carriers into today’s hypercompetitive digital market. The Accenture Life Insurance & Annuity Platform (ALIP), with its robust functionality, advanced architecture and superior product configuration capabilities, helps our clients accelerate product introduction and enhance customer satisfaction. Implement ALIP as an end-to-end solution or individual components, on-premise or in the cloud. Advance your digital agenda. Integrate with a growing insurance ecosystem and apply progressive technologies, including personalized digital communications, portals, analytics and mobility. Visit 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. http://corporateinsight.com/
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

LIDP has lead the industry in providing innovative solutions for policy and contract administration for over 35 years. Our award-winning solution, TITANIUM, provides STP for nearly every life & annuity product on the market today. JEE portability, scalability, flexibility, and complete SOA enablement. Innovate the core office and enhance customer engagement. 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

SE2 is a leading technology and third party administration company focused on the North American life and annuity insurance industry. SE2 has an unmatched track record in optimizing back-office operations to future-proof insurance companies. SE2 combines peerless industry domain knowledge with a leading-edge administration technology platform to help clients launch products rapidly, improve efficiencies, shift to a variable cost model and maximize profits while dramatically improving the customers’ experience. SE2 supports more than 20 direct clients, represents more than 35 carriers in North America and services more than 1,000 life and annuity products. SE2 has approximately $100 billion in assets under administration and has been recognized as an industry-leading innovator. Visit us at www.SE2.com[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.