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2021 LIMRA Virtual Annual Conference

Shaping a More Purposeful Future

10/26/2021 - 11/30/2021
On Demand

Overview

Who Attends

This flagship event is one of the largest gatherings of senior executives representing all sectors of financial services. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives who are Shaping a More Purposeful Future.

Highlights

There is no better time to reaffirm our industry’s purpose of protection and security than after the year we’ve just been through. Consumers have been buying insurance in increasing numbers since the spring of 2020, when the pandemic hit. It’s forced the idea of financial protection for loved ones and our own mortality to be top of mind for consumers in a way very few events have.

Business leaders now have a better sense of what can, and cannot, be done outside their companies’ traditional processes. Mobile and digital adoption — a change that has long been on the horizon — accelerated during the pandemic. These new virtual tools have created more dynamic interactions with our customers by introducing new levels of automation and policyholder personalization. In short, the pandemic has forced both the pace and scale of workplace innovation.

At the same time, expectations have also soared for corporations to play a leadership role throughout the global pandemic, economic instability, political issues, and ongoing racial injustices.

As an industry, how will we take lessons learned over the past 18 months to shape our future? How do we reconnect to the fundamental importance of our customers and the humanity of our business? Will this experience lead to a more purposeful future for our industry?

LIMRA’s 2021 Annual Conference will address these questions and more, focusing on the strategies that will help us emerge stronger with a clearer understanding of our purpose. Our program will feature forward-thinking executives from diverse industries. We will discuss key strategies in areas that will influence the future of our industry and the markets we serve, including: distribution and marketing, data and technology and other strategic issues within insurance, retirement, and worksite benefits.

Registration

*Pricing for on-demand content represents 20% off original registration and is available through November 30, 2021.

*On Demand Fees:
Members: $556
Non-members: $836

Fees:
Members: $695
Non-members: $1,045

Cancellation Policy:

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email customer.service@limra.com

Agenda

All times listed are Eastern Daylight Time.

Speakers

General James Mattis
U.S. Secretary of Defense (2017-2018)
  • Tuesday, October 26, 2021

    11:40 am - 12:40 pm: GENERAL SESSION

General James Mattis

U.S. Secretary of Defense (2017-2018)

A dedicated patriot, intellectual, and strategist, former Secretary of Defense and retired Marine General James Mattis exemplifies principled leadership in times of turbulence. Renowned for his diligent study of war, and his dogged efforts on the battlefield, he is described as a principled commander who isn't afraid to tell it like it is. General Mattis served as the 26th Secretary of Defense of the United States for nearly two years before resigning with distinction. A lifelong Marine, he capped off his military career as head of the U.S. Central Command, where he was in charge of all American forces serving in the Middle East and oversaw operations in Iraq and Afghanistan, as well as parts of Syria, Iran, and Yemen. General Mattis offers insightful lessons in leadership, urging leaders to demand and model excellence, with a deep focus on the art of empowering individuals.

Robin Roberts
Co-Anchor of ABC News’ Good Morning America
  • Thursday, October 28, 2021

    2:20 pm - 3:15 pm: GENERAL SESSION

Robin Roberts

Co-Anchor of ABC News’ Good Morning America

Robin Roberts is co-anchor of ABC’s “Good Morning America.” Under her leadership, the broadcast has won numerous Emmy Awards for Outstanding Morning Program and the 2017 People’s Choice Award for Favorite Daytime TV Hosting Team. Roberts has been honored with the Walter Cronkite Award for Excellence in Journalism, was inducted into the Broadcasting & Cable Hall of Fame as well as the Sports Broadcasting Hall of Fame. She was voted the “Most Trusted Person on Television” by a Reader’s Digest poll in 2013. Roberts was diagnosed with breast cancer in June 2007, and five years later, she was diagnosed with MDS. Roberts underwent a bone marrow transplant. Her story triggered an outpouring of support from across the nation and raised awareness about the need for more donors. Since her diagnosis, the bone marrow registry has seen a tremendous increase. Roberts is the author of From the Heart: 7 Rules to Live By and her memoir, Everybody’s Got Something, in which she tells the story of her battle against a life-threatening illness, learning life’s hardest lessons, and her inspiring return to the GMA anchor desk.

Jason Dorsey
Generational Researcher, Best-Selling Author of Zconomy, and President of The Center for Generational Kinetics
  • Thursday, October 28, 2021

    11:15 am - 12:15 pm: GENERAL SESSION

Jason Dorsey

Generational Researcher, Best-Selling Author of Zconomy, and President of The Center for Generational Kinetics

Jason Dorsey is a pioneering Gen Z, Millennial, and generations speaker and researcher. He is on a mission to separate generational myth from truth through data to solve strategic challenges for leaders. Jason has appeared as a generational expert on more than 200 TV shows such as 60 Minutes, 20/20, CNN, CNBC, The Early Show, The Today Show, along with, hundreds more media interviews, including a New York, Times cover story. Adweek calls him a “research guru.” Jason is President of The Center for Generational Kinetics (CGK), the leading generational research, strategy, and consulting firm. CGK works with more than 100 clients annually to solve tough generational challenges — in areas from sales and marketing to recruiting and innovation. Jason’s latest bestselling book is Zconomy: How Gen Z Will Change the Future of Business — and What to Do About It. This breakthrough book was a #1 New Release on Amazon. Forbes listed it as a Top 10 Business Book of 2020.

Alison Levine
Team Captain of the First American Women’s Everest Expedition and Author of the New York Times Best Seller; On the Edge: The Art of High-Impact Leadership
  • Wednesday, October 27, 2021

    3:00 pm - 3:55 pm: GENERAL SESSION

Alison Levine

Team Captain of the First American Women’s Everest Expedition and Author of the New York Times Best Seller; On the Edge: The Art of High-Impact Leadership

Alison Levine knows what it’s like to survive (and thrive) in the world’s toughest environments. She served as team captain of the first American Women's Everest Expedition, scaled the “Seven Summits,” and skied to the North and South Poles — making history along the way. In addition to climbing mountains, she also spent time climbing the corporate ladder in sales, in marketing, and then on Wall Street. In her New York Times bestseller, On the Edge: Leadership Lessons from Everest and Other Extreme Environments, Alison asserts that the principles that apply to the world of extreme adventure also apply to demanding business environments. A former adjunct professor at West Point, Alison understands what it takes to lead teams through challenging situations.

Michael Rogers
Futurist in Residence at The New York Times
  • Tuesday, October 26, 2021

    2:45 pm - 3:55 pm: GENERAL SESSION

Michael Rogers

Futurist in Residence at The New York Times

Michael Rogers is a best-selling author, technology pioneer and futurist, who most recently served as futurist-in-residence for The New York Times. He has worked with companies ranging from FedEx, Boeing and NBC Universal to Microsoft, Pfizer and Siemens, focusing on how companies can think about the future in useful ways. He speaks to audiences worldwide and is a regular guest on radio and television. Rogers began his career as a writer for Rolling Stone magazine. He co-founded Outside magazine and then launched Newsweek’s technology column, winning numerous journalism awards. For ten years he was vice president of The Washington Post Company’s new media division, leading both the newspaper and Newsweek into the new century and earning patents for multimedia technology. He is also a best-selling novelist whose books have been published worldwide, chosen for the Book-of-the-Month club and optioned for film. Rogers studied physics and creative writing at Stanford University, with additional studies in finance and management at the Stanford Business School Executive Program. He lives in New York City and is currently working on book and television projects.

David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • Tuesday, October 26, 2021

    11:15 am - 11:40 am: GENERAL SESSION

David Levenson

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Executive Perspective: Shaping Our Industry for the Future

Neal Baumann
Global Insurance Leader, Deloitte
  • Wednesday, October 27, 2021

    11:05 am - 12:10 pm: GENERAL SESSION

Neal Baumann

Global Insurance Leader, Deloitte

Neal leads Deloitte’s Global Insurance practice and the Global Financial Services Industry Consulting practice. He has 20 years of experience advising financial services and insurance company clients on corporate and competitive strategies across industry segments, including life insurance, wealth management and premium financial services, investment and funds management, superannuation and pensions, and retail banking. Neal has had advisory and consulting roles in the US, Australia, New Zealand, UK and across Asia.

Kweilin Ellingrud
Senior Partner, McKinsey & Company
  • Wednesday, October 27, 2021

    11:05 am - 12:10 pm: GENERAL SESSION

Kweilin Ellingrud

Senior Partner, McKinsey & Company

Kweilin Ellingrud is a Senior Partner and leads McKinsey’s Life Insurance and Annuities practice in North America. Since joining McKinsey 22 years ago, Kweilin has led multiple global insurance transformations, integrating both operations and strategy to empower employees, better deliver for customers, and improve efficiency and effectiveness. She was selected as a member of the McKinsey Global Institute Council, where she has led numerous research efforts including on the Future of Work post COVID-19, the impact of COVID-19 on jobs, and gender equality. Kweilin has an MBA from Harvard Business School and a B.A. in Economics and Political Science, magna cum laude, from Harvard University.

Grant Kvalheim
CEO and President, Athene USA
  • Wednesday, October 27, 2021

    11:05 am - 12:10 pm: GENERAL SESSION

Grant Kvalheim

CEO and President, Athene USA

CEO and President,
Athene USA

Become a Sponsor or Exhibitor

Contact:
Kimberly Hull, CMP
Director of Digital Event Planning and Sponsor/Exhibit Sales Strategy
Email: khull@limra.com; Phone: 860-285-7752

Sponsors and Exhibitors

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Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com