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2019 Distribution Conference for Financial Services

Shifting Sands: Find Your Footing

February 27, 2019 – March 1, 2019
Marriott Harbor Beach Resort & Spa, Ft. Lauderdale, FL USA
  • David Levenson, 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.

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