Skip to content

2016 Group and Worksite Benefits Conference

9/13/2016 - 9/15/2016
Newport Marriott, Newport, Rhode Island USA

Overview

Who Attends

Executives and professionals responsible for the development, marketing, and distribution of workplace benefits with focus on Life, Disability, Critical Illness, Accident, Hospital Indemnity, and Dental.

Highlights

Insurance, Interrupted. We know how it's been interrupted. Technology, demographics, rules and regulations, consumer centricity. But what can you do about it? And where do you start? We invite you to the LIMRA 2016 Group & Worksite Benefits Conference, September 13-15, at the Newport Marriott in Newport, Rhode Island, to find out how your firm can continue to succeed in this different environment. And don't forget about the opportunities to connect with your peers from across the industry and make new connections! Newport, Rhode Island, is a beautiful place in late summer, and this is the only event of its kind. You owe it to yourself and your company to attend this important meeting.

Here are three highlights:

  • Our View From the Top panel, where executives will share their insights about key concerns and predictions
  • The Value of Innovation From a Consultant’s Perspective
  • Sales Leadership Panel

Registration

Registration Fees

Early Registration Fee:
LIMRA Member: $1195
LOMA Member (but not LIMRA): $1795
Nonmember: $2390

After August 18, 2016
LIMRA Member: $1395
LOMA Member (but not LIMRA):$2095
Nonmember: $2790

Mail/Fax Registration Form

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 August 23, 2016, will be refunded, less a $75 processing fee. Cancellations received from August 23, 2016 to September 6, 2016 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after September 6, 2016.

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.

Hotel/Venue

Newport Marriott
25 America’s Cup Avenue
Newport, Rhode Island 02840 

Book your group rate for LIMRA 

If you are planning to come to the hotel before the conference or are staying after, please call the hotel to make your reservation:  1-800-228-9290.

Make your room reservation by August 18, 2016 and mention the LIMRA Group & Worksite Benefits Conference to receive the discounted group rate of $229 single/double (plus applicable sales taxes). Requests after August 18, 2016 will be accepted on space availability. The group rate will be offered three days prior and three days after the meeting dates subject to availability of rooms at the time of your reservation. Reservations must be guaranteed with a major credit card. Check in: 4:00 p.m.; check out 12 noon.

Newport Shuttle Service (from TF Green Airport to the Newport Marriott)
http://newportshuttle.com/ 

Exterior Harbor Sunset

Agenda

Speakers

Bradd M. Chignoli
Senior Vice President, National Account Sales Group, Voluntary & Worksite Benefits, The Americas, MetLife, Inc.
  • Thursday, September 15, 2016

    10:30 am - 12:00 pm: GENERAL SESSION 4

Bradd M. Chignoli

Senior Vice President, National Account Sales Group, Voluntary & Worksite Benefits, The Americas, MetLife, Inc.

Chignoli was named to his position in 2016. In his role as Senior Vice President, he oversees sales strategy and key growth initiatives to drive top- and bottom-line financial results. In addition, he is responsible for the development of global strategies and sales of expatriate and multinational solutions to U.S.-based businesses for all GVWB sales teams. Prior to his current role, Chignoli served as vice president of the West Customer Unit for the National Accounts organization. In this role, Chignoli identified and managed key sales and customer relationship management growth strategies and initiatives to drive financial results. Since joining MetLife in 1998 as an account manager and underwriter, he went on to hold various positions in underwriting and account service management.
Ann Compton
Legendary ABC News White House Correspondent
(1973 – 2014)
  • Tuesday, September 13, 2016

    2:30 pm - 3:30 pm: GENERAL SESSION 1

Ann Compton

Legendary ABC News White House Correspondent
(1973 – 2014)

Ann Compton has always been a pioneer. As the first woman assigned to cover the White House on network television and with 41 years on the air for ABC News, her longevity and impact are unparalleled. After retiring from daily coverage in 2014, Compton returned to ABC to cover the 2016 political conventions, as well as accepting a fellowship at Harvard's Kennedy School of Government focusing on media coverage of the 2016 election. She now combines her personal experiences on the White House beat with fresh scholarship from the prestigious Miller Center for presidential studies in Virginia.
Kirk Cooper
Product Leader, Voluntary and Exchange Administration, Reliance Standard
  • Thursday, September 15, 2016

    10:30 am - 12:00 pm: GENERAL SESSION 4

Kirk Cooper

Product Leader, Voluntary and Exchange Administration, Reliance Standard

In his current role Kirk leads product development and strategic distribution alliances in and around the voluntary benefits, online exchange and benefits administration market space for Reliance Standard, a leading benefits insurance carrier. Reliance Standard specializes in innovative and flexible employee benefits solutions including group disability and term life, a suite of voluntary coverage options, medical stop loss, and fully-integrated absence management. Before joining Reliance Standard, Kirk was a market development manager for a leading group benefits insurance dental carrier, identifying and pursuing profitable revenue growth opportunities through field sales and marketing initiatives.
Daniel R. Fishbein, M.D.
President, Sun Life Financial U.S.
  • Wednesday, September 14, 2016

    8:15 am - 9:30 am: GENERAL SESSION 2

Daniel R. Fishbein, M.D.

President, Sun Life Financial U.S.

Dan Fishbein is President, Sun Life Financial U.S., overseeing the U.S. insurance businesses, which include a leading stop-loss and employee benefits business, an expanding voluntary benefits business, and large in force blocks of individual life insurance. Sun Life Financial International, which serves the growing international high-net-worth market, also reports to Dan. He was named to this position in April 2014. Under his leadership, the company completed its acquisition of Assurant Employee Benefits.

Dan has more than 25 years of leadership experience in the employee benefits and health plan management business and has earned a strong track record of delivering business growth. He most recently served as President, Specialty Businesses, for Aetna. He also held several other senior leadership positions during his tenure, gaining experience in product development, distribution, acquiring and integrating new businesses, and building high-performance teams. Dan began his career at MassMutual and later joined New York Life and NYLCare Health Plans of Maine, where he played an active role in the merger of New York Life and Sanus to create NYLCare.

Amy C. Friedrich
Senior Vice President, Specialty Benefits, Principal Financial Group
  • Wednesday, September 14, 2016

    8:15 am - 9:30 am: GENERAL SESSION 2

Amy C. Friedrich

Senior Vice President, Specialty Benefits, Principal Financial Group

Amy C. Friedrich is senior vice president, Specialty Benefits Division with the Principal Financial Group®. She is responsible for the Group Benefits and Individual Disability business at the firm. Prior to joining Principal Financial Group in 2000, she was a Manager with Accenture in Chicago, IL. Friedrich frequently speaks on small business issues, employee benefits and leadership. Friedrich serves on several boards, including Buena Vista University Board of Trustees and Chrysalis Foundation.
Amy Hollis
Voluntary Benefits Leader, Willis Towers Watson
  • Wednesday, September 14, 2016

    3:45 pm - 5:00 pm: GENERAL SESSION 3

Amy Hollis

Voluntary Benefits Leader, Willis Towers Watson

Amy Hollis leads Willis Towers Watson’s Voluntary Benefits initiative for Willis Towers Watson. She has more than 19 years of benefits experience, ranging from core benefits, voluntary, employee-paid plans and comprehensive benefit delivery of core and voluntary plans. She is widely known as one of the top industry experts in the design, implementation, marketing, communications and enrollment of voluntary benefit programs, predominantly with the large employer market. Amy’s primary focus, based on her experience in the core and voluntary benefit spectrum, is to assist employers in supporting over-arching total reward and cost-saving measures by effectively and creatively linking employer and employee-paid benefit strategies. Her expertise includes thought leadership in plan design, development and evaluation of the full spectrum of voluntary plans, as well as supporting health cost management strategies through the resources inherent to the delivery of voluntary plans.
Gary Kirkner
President Group Sales, Middle Market and Select, Cigna
  • Thursday, September 15, 2016

    10:30 am - 12:00 pm: GENERAL SESSION 4

Gary Kirkner

President Group Sales, Middle Market and Select, Cigna

Gary Kirkner is currently the President of Cigna Group Sales Middle Market and Select and is responsible for driving strong, sustainable growth as well as account management across the disability, life and accident segment of Cigna’s health service company. Kirkner is a nationally-respected industry veteran. His career portfolio over nearly a quarter-of-a-century in the disability, life and accident marketplace includes serving in executive leadership roles for some of the industry’s most recognizable brands. Kirkner is a national thought leader on the evolving role that disability, life and accident products play as individuals manage their health, well-being and sense of security and employers seek to reduce related costs. He is also an expert on health and disability integration and workplace productivity.
Karrie Nelson
Principal, Consumer Product & Brokerage Leader, Mercer
  • Wednesday, September 14, 2016

    3:45 pm - 5:00 pm: GENERAL SESSION 3

Karrie Nelson

Principal, Consumer Product & Brokerage Leader, Mercer

In her role as Consumer product and brokerage leader, Karrie Nelson manages a team of product and brokerage experts. Her primary focus is on carrier management and product development, working closely with Mercer H&B’s carrier relations team. Prior to joining Marsh & McLennan Companies in 2012, Ms. Nelson managed ancillary products (dental, vision and life) for Wellmark Blue Cross and Blue Shield of Iowa and South Dakota.
Sean F. O’Donnell, LLIF
Vice President, Member Relations & Consulting, LIMRA
  • Tuesday, September 13, 2016

    2:00 pm - 2:30 pm: WELCOME AND OPENING REMARKS

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 LIMRAs 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.
Patricia Purdy
Vice President, Global Employer Benefits Solutions, Pacific Resources
  • Wednesday, September 14, 2016

    3:45 pm - 5:00 pm: GENERAL SESSION 3

Patricia Purdy

Vice President, Global Employer Benefits Solutions, Pacific Resources

Patricia (Pat) Purdy is Pacific Resources’ practice leader for all core benefits, including life, disability, dental, absence and productivity. She is responsible for the development of strategic plans, as well as enhancing productivity solutions through the creation of partnerships and programs to meet immediate and emerging client needs. Pat has a wealth of knowledge and experience in absence management, sales management and market development, helping to create innovative employee benefit solutions. Pat also serves as a member of the executive leadership group, playing an integral role in the development and direction of the company’s overall business strategy.
Pamela Reed
Vice President, Strategic Alliances, Allstate Benefits
  • Wednesday, September 14, 2016

    3:45 pm - 5:00 pm: GENERAL SESSION 3

Pamela Reed

Vice President, Strategic Alliances, Allstate Benefits

Pam works to develop and manage strategic differentiators and innovations for Allstate Benefits. Pam began her career in the employee benefits industry 25 years ago.  She has held leadership positions in many facets of the business including Sales, Field Service, Implementation, and Enrollment. 
Eric Reisenwitz
Senior Vice President, Head of Operations and Product, Group Protection, Lincoln Financial
  • Wednesday, September 14, 2016

    8:15 am - 9:30 am: GENERAL SESSION 2

Eric Reisenwitz

Senior Vice President, Head of Operations and Product, Group Protection, Lincoln Financial

Eric Reisenwitz is Senior Vice President of Group Protection Operations and Product. In this role, he leads all service, operational and product functions within Lincoln’s Group Protection business including, claims solutions, customer Solutions, contact center, integrated services, centralized intake and specialty Services, as well all GP product development and management areas. Reisenwitz is a seasoned executive in the group insurance and employee benefits arena, with more than 30 years of extensive domestic and international experience in leading strategic, financial, sales, underwriting, marketing and general insurance operations. Before joining Lincoln he served as the Chief Marketing and Distribution Officer for MetLife in Australia. In this position, he was responsible for all product development, product management, pricing, marketing, distribution, and reinsurance management for MetLife’s group insurance and direct marketed business in Australia.
John Stanley
Senior Managing Director, Employee Benefits, Transamerica Life Insurance Company
  • Thursday, September 15, 2016

    10:30 am - 12:00 pm: GENERAL SESSION 4

John Stanley

Senior Managing Director, Employee Benefits, Transamerica Life Insurance Company

John Stanley brings nearly 26 years of sales and marketing management experience to his role as the Senior Managing Director, Employee Benefits. As a recognized market leader in supplemental health and life insurance, Transamerica serves more than 1 million policyholders and 19,000-plus employer customers, while managing more than $1 billion in in-force premiums. Responsible for leading the Employee benefits distribution organization, John has overseen a comprehensive re-organization of the business. By aligning four distribution channels, installing key management metrics, creating a culture of accountability, John is focused on positioning Transamerica for continued long-term growth within the employee benefits marketplace.

Prior to assuming the leadership role, John spent five years as the chief marketing officer for the Employee Benefits business. Among his many accomplishments, he refined the company’s go-to-market strategy in employee benefits, revamped the branding and messaging, and built the infrastructure for the Large Markets and Business Development channels.

Sponsors / Exhibitors

Premier Sponsor and Exhibitor Opportunities
Available Now


We are close to selling out Exhibit space for this conference, if interested in Exhibiting, please contact Barb Kimball for availability at Bkimball@limra.com; or call her at 860-298-3950.    


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:

  • Multiple conference registrations.
  • Sponsorship of an evening reception, luncheon, or refreshment break
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • Your company's marketing piece in attendee packets or on conference pub table
  • One-time usage of the attendee mailing list before or after the conference
  • Specialty conference merchandise that will deliver your company name to all attendees

To create your premier sponsorship package

Contact Barbara Kimball at 860-298-3950 or bkimball@limra.com


Exhibitor Package 
For your investment of only$3,500 you will receive:

  • One full-conference registration.
  • Additional attendees pay the low LIMRA member rate of just$1,195
  • One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
  • One-time use of the registrant/attendee list (includes email addresses for attendees who opt to share them)
  • Acknowledgment in the onsite conference program and general session walk-in slides
  • Logo and company description on the conference app


Exhibitor & Sponsor ContactMRC
Barbara Kimball
860-298-3950
bkimball@limra.com

Premier Sponsors

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com