2018 Distribution Conference for Financial Services

Who Attends

Distribution professionals, financial management specialists and others that have a vested interest in channel growth, productivity and reshaping distribution to succeed in today's business environment. Heads of distribution, sales, marketing support, product development and training.

Highlights

The financial services industry is due for an update when it comes to the way business is done. This paradigm shift represents disruptive change — and opportunity at the same time. Some companies have made a sophisticated effort to make positive changes while others — well, others still have a long way to go. Where do you stand on the spectrum?

This year’s conference will address the future of sales in our industry. Our focus should be on helping the consumer throughout the buying process, rather than trying to sell and push products. This concept is a consumer-centric advisor model. The “new” client-advisor experience is one that emphasizes precise, goals-based advice — meaning advice targeted to the individual at the right time — and delivered with mobility and transparency.

The 2018 Distribution Conference for Financial Services provides you with the opportunity to network with your peers and leading industry experts as we gather to discuss how the future customer will reshape financial services — particularly the life insurance system.

Don’t miss this premier event for distribution professionals.

• 

  Andrew Aldrich

  Principal
  American Family Ventures
  Andrew Aldrich was previously with AXA US in Strategy and M&A and assisted in the development of and then joined AXA Strategic Ventures. He also co-founded and led CalendarFly.com, an education technology company and has been an active member of the NYC startup community since 2008. Aldrich also has a deep finance background, getting his start in FX and analysis of esoteric structured finance products. He has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France).
• 

  Alex Dudarev

  Chief Executive Officer, Specialty Life
  Founder, Insurance Supermarket, Inc.

   

  Alexandr Dudarev, a serial entrepreneur with over twenty years of experience in building and refining online marketspaces. Prior to ISI, Dudarev was one of the pioneers in online marketing space and financial lead generation. His five years with Insurance Supermarket have seen him at the helm of Canada's fastest growing insurance brokerage. Dudarev turned this success to springboard Specialty Life into the industry as a novel and leading distribution channel of simplified insurance solutions. He credits his success to fast-paced and relentless growth in market testing and exploration.
• 

  Stephen J. Harvill

  President
  Creative Ventures
  An educator, communicator, and consultant, Stephen Harvill is the founder and president of Creative Ventures, a strategic consulting firm based in Dallas, TX. As a leading strategic thinker and consultant to fortune 500 companies, Harvill has integrated a holistic approach to developing organizational principles. A scientist by education, Stephen brings a unique perspective to both his research and his presentations. Harvill is the author of “21 Secrets of Million Dollar Sellers: America’s Top Earners Reveal the Keys to Success” as well as numerous articles and publications dealing with effective management skills and the future of leadership in our chaotic world. He travels internationally, consulting with a diverse range of clients including American Express, Wells Fargo, IBM, Microsoft, and Apple.
• 

  Mark Hopkins, CLU

  Executive Director, Financial Services Advisory Practice
  EY
  Mark Hopkins’ current interests include the future of distribution of life insurance and annuity products and the integration of digital capabilities into insurance operations. He is a Chartered Life Underwriter and has executive and board level experience in insurance, asset management and broking companies.
• 

  Todd Hynes

  Vice President, Strategic Distribution Programs
  ivari
  In his role as Vice President of Strategic Distribution Programs at ivari, Todd Hynes is accountable for developing and delivering on innovative sales initiatives within the independent advisor distribution channel. He and his team work closely with the industry, distribution partners and advisors to deliver the ivari experience while addressing some of the most challenging issues our industry is facing. Hyne’s greatest professional passion is to assist the next generation in joining our business while continually raising the professional bar. Hynes is Chair of the LIMRA Canadian RAG (Research Advisor Group) and also serves on the Canadian board of directors for GAMA International (General Agents and Managers Association).
• 

  Debra Jasper, Ph.D.

  Founder and CEO
  Mindset Digital
  As founder and CEO of Mindset Digital, Debra Jasper applies her deep passion for powerful storytelling to helping professionals communicate with clarity and impact in an age of eight-second attention spans. Jasper has given talks to more than 50,000 professionals around the world, from Utah to Ukraine. Today, tens of thousands of professionals are enrolled in her firm's highly visual online training courses in selling, communicating and leading in a digital world. Jasper’s experience includes launching the first social media fellowship for journalists in the country — working with CNN, 60 Minutes, The Washington Post, Los Angeles Times, and other top newsrooms. Before becoming CEO of Mindset Digital, she spent more than a decade as an award-winning investigative journalist. Jasper has two journalism degrees, and earned her Ph.D. from the The Ohio State University, where she wrote her dissertation on the art of powerful storytelling.
• 

  Kim Lear

  Speaker, Writer, Strategist and Researcher

   

  Kim Lear is a writer and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, she is at the forefront of cutting edge research to uncover cultural shifts that revolutionize how organizations engage employees and consumers. She is currently the head of research on a new book published by Harper Collins about Gen Z. Lear is known for her ability to use a mix of data, storytelling, humor, and actionable takeaways to discuss the trends that most impact the bottom line of organizations. In addition to speaking, she has written whitepapers on the topics of generational wealth transfer in the finance sector, retirement trends in the hospitality industry, and the impacts of mindfulness practices on healthcare costs. Previously, Lear was the content director at a research firm dedicated to generational and Millennials trends.
• 

  Patrick T. Leary, LLIF

  Corporate Vice President, Distribution Research
  LIMRA
  Patrick T. Leary, M.B.A., LLIF is Corporate Vice President, Distribution Research, for LIMRA. In this capacity, Leary oversees LIMRA’s Distribution Research program. This area provides research on a wide range of direct sales force and third-party distribution strategies, focusing on the economics of distribution, organizational practices, and market trends as these channels evolve. Before assuming his current role, Leary managed LIMRA’s Specialty Distribution unit and, prior to that, was a member of LIMRA’s group insurance research team. He joined LIMRA in 1989. Leary earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. He also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.
• 

  Sean F. O’Donnell, LLIF

  Vice President, Member Relations & Consulting
  LIMRA
  O’Donnell is responsible for developing and implementing LIMRA’s member-engagement strategy in the U.S. and Canada. He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through the LIMRA division of LL Global. In addition, he is responsible for leading LIMRA’s consulting business, working to help companies apply LIMRA’s research and industry expertise to develop strategies for growth. Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Over the course of his career at LIMRA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.
• 

  Dustin Yoder

  Chief Executive Officer
  Sureify
  Dustin Yoder is a “Life insurance” InsurTech entrepreneur with a passion for enabling the next generation of insurance sales and post policy issue engagement. The son of a top Silicon Valley insurance broker and early InsurTech entrepreneur, He was primed to make a splash in the insurance space from his high school days working at the family brokerage. In 2012, Yoder formed Sureify, providing a full-stack platform for life insurance companies to digitally acquire, engage, & cross-sell. He is one of the few people who goes to sleep thinking about increasing persistency and dreams of life insurance innovation. In all, Yoder's entire career focus has been on “what a consumers wants” while also, “what a life insurer needs” to build great products, innovate, and build a sustainable business.

Early Registration Rates
Member: $1,250
LOMA Member (but not LIMRA): $1,875
Non-member: $2,500

Standard Rates (February 2, 2018)
Member: $1,450
LOMA Member (but not LIMRA): $2,175
Non-member $2,900

LIMRA requires prepayment of registration fees prior to all conferences and meetings. Please make checks payable to LIMRA in U.S. dollars drawn on a bank in the United States. For Vendor registration fees, call Event Registration at 800-235-4672 (U.S. and Canada) or 860-285-7789.

CANCELLATION POLICY
All cancellations must be received in writing. Cancellations received before February 7, 2018, will be refunded, less a $75 processing fee. Cancellations received from February 7, 2018 to February 21, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 21, 2018.

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.

9. Myth Busters — Direct Sales Opportunities Beyond the Expected
Masters B/C

 

2:00 pm - 2:15 pm

BREAK
Champions Foyer

 

3:15 pm - 3:45 pm

BREAK
Champions Foyer

3:45 pm - 5:00 pm

GENERAL SESSION 4
Champions C/D

 

7:00 am - 11:15 pm

REGISTRATION

 

7:00 am - 8:00 am

BREAKFAST
Champions Foyer

 

9:00 am - 9:30 am

BREAK & EXHIBITOR RAFFLE
Champions Foyer

9:30 am - 10:30 am

GENERAL SESSION 5
Champions C/D

10:30 am - 11:15 am

GENERAL SESSION 6
Champions C/D

 

11:15 am

ADJOURNMENT