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Digital Training Strategic Partner

We give your teams the tools they need to compete in a digital age. Visit us at: https://mindsetdigital.com/

Diamond Sponsors

CANNEX Financial Exchanges gathers, compiles, analyzes and distributes comparative information about financial products offered by North American financial institutions.  Its U.S. services include:

  • Income Annuity (SPIA/DIA) Surveys, Quotes & Illustrations
  • Fixed Rate Annuities (SPDA)
  • Product Allocation (between managed accounts, income annuities & guaranteed living benefits) and Evaluation Services & Consulting
  • Custom Web Applications

Visit us at www.cannex.com

Sponsors

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

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit www.spdji.com.

Exhibitors

Accenture is a leader in the market, helping carriers innovate and grow by applying today’s most modern new business and policy administration capabilities using the Accenture Life Insurance & Annuity Platform (ALIP) and an advanced portfolio of digital solutions. ALIP’s architecture is designed using containers and microservices for optimal cloud performance and delivery flexibility including: cloud, on-premise or a cutting-edge Platform-as-a-Service model. And with today’s abundance of data, carriers can rely on Accenture’s Life & Annuity Analytics — the industry’s first standalone business intelligence and predictive analytics solution with out-of-the-box use cases and insights exclusively for life and annuity carriers. Accenture.com/lifeandannuitysoftware

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/

Income Discovery is a toolset to enhance retirement outcome for clients. It uses multiple levers to safely boost retirement income for clients. The first lever is an optimal claiming strategy for Social Security. The next lever is the ideal mix of annuities, investments and other retirement products. The last lever is a dynamic withdrawal order across tax-type accounts with corresponding strategic allocation for each account over time (called “glide path”).  Getting clients the desired lifestyle with high confidence results in more business for the serving institution, as has been demonstrated at three institutional deployments.  Visit us at  www.incomediscovery.com

LIDP has lead the life & annuity insurance industry in providing innovative solutions for policy and contract administration for 40 years. Our award-winning solution, TITANIUM, provides STP for nearly every life & annuity product on the market today. Backed by the most modern and flexible technology available. JEE portability and scalability with complete API enablement to significantly reduce costs and speed to market. TITANIUM can simplify the implementation of change and improve services to clients and producers. Designed for insurance carriers of all sizes; with the flexibility to be in the cloud or in house gives carriers the peace of mind to secure and protect a customer’s data. www.lidp.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

Pension Advisory Group, Inc. is a boutique firm specializing in Pension Disability Insurance for 401k & 403b Plans. We have pioneered retirement completion by teaming up with Pro Financial and Lloyds of London to create the first guaranteed issue group pension completion product, the Retirement Income Assurance Plan ™. With over 40 years of experience with retirement plans, we are your authority on retirement planning.  Visit us at http://pensionadvisorygrp.com/

Our industry experience studies include more than 70% of the Variable Annuity and Fixed Indexed Annuity markets respectively. These analytics serve as the foundation of our consulting services.

With these deep insights into policyholder behavior, along with predictive modeling techniques, Ruark partners with its clients to drive

  • Actuarial risk management,
  • Reinsurance initiatives,
  • Dynamic product design
  • Rigorous assumptions setting.

ruark.co

SE2, an Eldridge Industries business, is a leader in technology-driven third-party administration services for the U.S. life and annuity insurance industry. SE2 has a proven track record in delivering platform led transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing 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. Visit us at: https://se2.com/

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit www.spdji.com.