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Our Sponsors

CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include:

  • Evaluation and comparison of annuity guarantees and performance (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities)
  • Consulting services supporting optimization and allocation of retirement income portfolios

Visit us at www.cannex.com

LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.

OUR EXHIBITORS

Accenture is a market leader, helping carriers innovate and grow by applying today’s most modern new business, underwriting and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions with an expansive partner network. ALIP’s cloud-native architecture and powerful life- and annuity-specific analytics are accelerating digital insurance and improving the way carriers interact with customers across the policy lifecycle. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the Certified Financial Planner™ (CFP®) certification and has trained over 135,000 professionals. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. The College also offers Professional Designations in Retirement Planning, Asset and Wealth Management, and now the LUTCF®.  Visit us at www.cffpinfo.com

Competiscan tracks your competitors’ direct/digital marketing activity. We are a full-service, market intelligence research and insights firm. Competiscan enables our clients to study communications activity by industry, competitor, and segmentation characteristics. Media channels tracked include Direct Mail, Email, Display, Video, SEM, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what our longitudinal/omni-channel panels of consumers, business owners, advisors, and producers are receiving in all of the product verticals. Visit us at: https://www.competiscan.com/

Transformation is difficult. It requires a partner with flexible solutions tailored to your needs — today and in the future. Concentrix provides contemporary technology solutions and end-to-end back-offices services with visionary leadership in administration, digital, analytics, underwriting, process optimization, and self-service all backed by a Fortune 212 organization. Let us help you transform your operations, launch new products quickly and enter new markets, while optimizing your operational costs. https://www.concentrix.com/cis

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/

EXL is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 34,000 strong, with more than 50 offices spanning six continents. For more information, visit www.exlservice.com.

Greenwald & Associates is a full-service market research firm with subject matter & research expertise in employee benefits, healthcare and financial services. Our expertise means we design research with deep understanding of your needs, provide strategic-level insights, and help you connect the dots. www.greenwaldresearch.com

IGATE’s insurance practice provides full-spectrum consulting, technology, and business process outsourcing services. IGATE believes that reinventing business operations and services is the key to competing in the “on demand connected world”. Our “Front-to-Back” approach leverages process and technology expertise along with innovative solutions, to succeed in the new digital ecosystem. View the website here.

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.com

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

RISK COMPLIANCE PERFORMANCE SOLUTIONS (RCP) specializes in risk management, compliance, communications and outreach programs that drive performance and positively impact the bottom line. Our executive team has more than 100 years of combined experience in a variety of industries and disciplines bringing a wealth of knowledge, excellence and innovation to all of our services. Driven by state-of-the-art technology solutions, we integrate the many facets of business, risk, compliance and management to achieve the best results for our clients.  Visit us at www.rcp-solutions.com

Xpertdoc provides innovative document output and customer communications solutions to the insurance industry. Our products and services help organizations automate and streamline the processes of document output and management, reducing risks, costs and time to market. Xpertdoc's award-winning CCM platform integrates easily with core systems and fully supports modern customer engagement strategies and multichannel communications. Visit us at www.xpertdoc.com/insurance