2019 Distribution Conference for Financial Services

Who Attends

Highlights

The competitive landscape in the financial services industry is changing about as fast as you can say, “competitive landscape”. Leaders need to be able to adapt, face the unknown and act with certainty in uncertain situations. Whether it’s the battlefield or the boardroom, leaders must make decisions quickly to stay relevant and avoid becoming obsolete.

Understanding distribution systems in flux, the strategies to shift these systems, and how those strategies compare to the market can be difficult. There are a lot of moving parts. It can be challenging to understand how your strategy stacks up against others. Are you a leader or a follower?

The one thing that doubt, indecision, risk aversion, or any myriad momentum stoppers have in common is that they all serve as cruxes of choice. They are either a reason to revert back to what one knows and reclaim assurance, or a cause to test oneself, grow, and become better.

This year’s conference will address how you can embrace change in the industry and find your footing in the shifting sands. Don’t miss this premier event for distribution professionals.

• 

  David Levenson, DBA, CFA, FSA

  President and Chief Executive Officer
  LIMRA, LOMA, and LL Global
  David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he 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.
• 

  Dan Heath

  Co-Author of Four New York Times Bestselling Books, Including Switch

   

  Dan Heath co-wrote four of the most-loved business books of the past decade: Made to Stick, Switch, and Decisive, and their latest book, The Power of Moments, which explores why certain brief experiences can jolt, elevate and change us — and how we can learn to create these extraordinary moments in our life and work. All four were New York Times best-sellers. Together the Heath brothers' books have sold over two million copies worldwide and been translated into 33 languages. Dan is a senior fellow at Duke University’s CASE center, which supports entrepreneurs who fight for social good. He is also an entrepreneur himself, having founded Thinkwell, an innovative education company that will celebrate its 20th anniversary in 2017. A former case writer for Harvard Business School, Dan was named in 2013 to the Thinkers 50, a ranking of the world’s 50 most influential management thinkers, and also to Fast Company magazine’s list of the Most Creative People in Business. He has delivered keynotes or workshops for teachers, police chiefs, U.S. senators, interior designers, Navy admirals, health care leaders, marketers, ministers, and countless executive teams, across 26 countries on 6 continents. (He’s still waiting for that invitation from Antarctica.) Dan has a Master of Business Administration degree from the Harvard Business School, and a Bachelor of Arts degree from the Plan II Honors Program at the University of Texas at Austin. He lives in Durham, North Carolina.
• 

  Molly Fletcher

  CEO, Business Author and Former Sports Agent

   

  Molly Fletcher is a trailblazer in every sense of the word — a rare talent of business wisdom, relationship brilliance and unwavering optimism. A popular keynote speaker, she shares the unconventional techniques that helped her thrive as one of the first female sports agents in the high stakes, big ego world of professional sports and now a successful entrepreneur. Formerly, as president of client representation for sports and entertainment agency CSE, Molly spent two decades as one of the world’s only female sports agents. She was hailed as the “female Jerry Maguire” by CNN as she recruited and represented hundreds of sport’s biggest names, including Hall of Fame pitcher John Smoltz, PGA TOUR golfer Matt Kuchar, broadcaster Erin Andrews, and basketball championship coaches Tom Izzo and Doc Rivers. Molly has been featured in ESPN, Fast Company, Forbes and Sports Illustrated. A sought after motivational speaker, she delivers game changing messages to top companies, trade associations, and teams worldwide. Molly is the author of four books: Fearless At Work; A Winner’s Guide to Negotiating; The Business of Being the Best; and The 5 Best Tools to Find Your Dream Career. Molly currently serves as a National Trustee member for the Boys & Girls Clubs of America and on the board of directors for the Intercollegiate Tennis Association (ITA) and the national advisory board for the Positive Coaching Alliance (PCA).
• 

  Craig Bedell, ARM

  Global Insurance Industry Executive
  IBM Global Insurance Industry leadership Team
  IBM Industry Academy Member
  Craig Bedell is Global Insurance Industry Executive within IBM’s Insurance Industry Executive Leadership Team where he is responsible for IBM’s global strategy in Business Solutions. Craig’s experience includes over 30 years as an underwriter, branch manager, broker and home office executive. He has an additional 15 years in the technology industry leading worldwide insurance solutions for business analytics including artificial intelligence, analytics, business redesign, decision optimization and innovation. He is passionate about the practical application of technology in addressing insurance business opportunities. Craig is a published author, writer, public speaker and member of IBM’s Industry Academy. 
• 

  Patrick Leary, LLIF

  Corporate Vice President, Distribution Research
  LIMRA
  Pat is an experienced industry analyst focused on insurance and related financial services distribution who oversees LIMRA’s distribution research program. This program examines a wide range of direct sales force and third-party distribution strategies, concentrating on the economics of distribution, organizational practices, and market trends. Pat is part of a team of professionals skilled at transforming research results into actionable insights who helps organizations enhance the effectiveness of their distribution strategies. He has extensive experience in research design and analysis (quantitative and qualitative), and is currently leading research on the evolution of advisor practice models and omnichannel distribution strategies. Pat also leads several industry forums and study groups, and communicates research insights via industry presentations, reports, articles, webinars, and podcasts. Before assuming his current position, Pat managed LIMRA’s Specialty Distribution unit and, prior to that, was a member of LIMRA’s group insurance research team.

Early Registration Rates (before January 30, 2019): 
LIMRA Member: $1,285
LOMA (but not LIMRA) Member: $1,925
Nonmember: $2,570

Standard Rates (after January 30, 2019):
LIMRA Member: $1,485
LOMA (but not LIMRA) Member: $2,225
Nonmember $2,970

LIMRA requires prepayment of registration fees prior to all conferences and meeting. 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 6, 2019, will be refunded, less a $75 processing fee. Cancellations received from February 6, 2019 to February 20, 2019 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 20, 2019.

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.

Exhibiting & Sponsorship Opportunities

Connect with Key Prospects

This conference is your opportunity to meet financial services marketing, marketing research, public relations, advertising, communications, sales support, and marketing services executives and professionals in one location.

Sponsorship Opportunities 
We can help you reach out to your target market in many ways, such as:

• Sponsorship of an evening reception, luncheon, or refreshment breaks
• Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
• Acknowledgement from the podium
• One-time usage of the attendee mailing for a one time, pre-conference outreach
• Specialty conference merchandise that will deliver your company name to all attendees

To create your premier sponsorship package contact:

Exhibitor Package $5300.00  (after January 25, 2019, Exhibitor fee is $5,800)

• One full-conference registration
• One additional attendees pay the LIMRA member rate 
• One 6-foot skirted table with an electrical outlet (table-top or limited displays are permitted)
• One-time use of the registrant/attendee list (includes email addresses of attendees who opt to share them)
• Exhibitor listing on LIMRA’s conference page, onsite program, conference slides and mobile app.

To create your exhibitor package contact:

Kimberly Hull
Sponsorship & Exhibitor Program Manager
860-285-7752; Khull@limra.com 

Fort Lauderdale Marriott Harbor Beach Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316
Hotel Main Phone: 1-954-525-4000

Click Here to Book Your Hotel Reservation Online

Reservations by Phone: 1-800-222-6543 (mention the LIMRA Distribution Conference)
Make your reservations by January 30, 2019 in order to receive the group rate of $314.00 single/double (plus applicable sales taxes). Requests after January 30, 2019 will be accepted on the basis of rate and space availability.

Extend your stay?: The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.

As a reminder, the hotel rates may increase after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to receive our discounted rates.

For questions concerning your hotel reservations, contact Amanda Cristina at acristina@limra.com or call 1-860-298-3829