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2017 Distribution Conference for Financial Services

Opportunities Ahead

3/1/2017 - 3/3/2017
Fort Lauderdale Harbor Beach Marriott Resort & Spa, Fort Lauderdale, FL USA


Who Attends

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. This is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution for success.


It’s clear that change is upon us. There is tremendous disruption across all aspects of our business. For many, it’s an unsettling time. Yet, as distribution leaders, we have to rise above the fray and find the opportunities amidst the challenges. Are you ready to go after those opportunities?

This year’s conference will address today’s distribution reality and the dramatic changes that are taking place in the industry. We will bring you up to date on the latest issues, approaches, and trends impacting how the market purchases your products and services, and how you need to support advisors and reps. This critical information will help you formulate a response to today’s market conditions — and identify the opportunities ahead.

The 2017 Distribution Conference for Financial Services provides you with the opportunity to network with your peers and leading industry experts as we gather to discuss strategies to help you realize your potential and create optimal returns.

Our customers are increasingly moving across all channels to get what they want. Are you aligning your sales channels in this multichannel world? Have you identified and captured opportunities for organic growth? Learn to identify these opportunities and find the hidden pockets of growth as we move forward in this new world.

Don’t miss this premier event for distribution professionals and others that have a vested interest in channel growth, productivity and reshaping Distribution to succeed in today's business environment.


Todd Buchholz
Former White House Director of Economic Policy and CNBC Regular
  • Thursday, March 2, 2017

    9:00 a.m. - 10:00 a.m.: GENERAL SESSION

Todd Buchholz

Former White House Director of Economic Policy and CNBC Regular

Economist Todd Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. The former White House senior economic advisor, Tiger hedge fund managing director and best-selling author has jousted with such personalities as James Carville and Ben Stein. His lively and informative speaking engagements have earned him a place in Successful Meetings Magazine’s “21 Top Speakers for the 21st Century and his best-selling books on economics and financial markets have been widely translated and are taught in universities worldwide. As a frequent commentator on the state of the markets, Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance and business strategy. Buchholz is a frequent guest on ABC News, PBS and CBS, and he recently hosted his own special on CNBC. Buchholz has debated such luminaries in the field as Lester Thurow and Nobel Laureate Joseph Stiglitz. Buchholz has authored numerous critically acclaimed and best-selling books, many of which he has developed into successful lectures and speaking events.
David Macchia
Founder and CEO, Wealth2k
  • Friday, March 3, 2017

    10:30 a.m. - 11:15 a.m.: GENERAL SESSION

David Macchia

Founder and CEO, Wealth2k

David Macchia is Founder & CEO of Wealth2k. A nationally-recognized expert in income distribution planning, David is the creative force behind some of the industry’s most successful retirement income solutions including The Income for Life Model®. A long-time expert in financial services marketing, Research Magazine hailed David a “marketing guru” for his innovations in technology-driven marketing communications. David is a founding member of the non-profit Retirement Income Industry Association. He served on that organization’s Board of Directors from 2006 thru 2013. He is currently LIMRA’s Senior Consultant for Retirement Income.
Peter Sheahan
Business Trends Expert; Best Selling Author; and Founder and CEO, Karrikins Group
  • Thursday, March 2, 2017

    3:45 p.m. - 4:45 p.m.: GENERAL SESSION

Peter Sheahan

Business Trends Expert; Best Selling Author; and Founder and CEO, Karrikins Group

Founder and group CEO of Karrikins Group Peter Sheahan is known internationally for his innovative business thinking and thought leadership. With staff in more than 23 cities across seven countries, he knows firsthand the challenges of growing a business in these rapidly changing times. Sheahan has advised leaders from companies as diverse as Apple, Goldman Sachs, Microsoft, Hyundai, IBM, Pfizer, Wells Fargo and Cardinal Health. He is the author of seven books, including Flip, Generation Y, Making It Happen and the recently released Matter. Sheahan has delivered more than 2,500 presentations to over 500,000 people in 20 different countries, and has been named one of the 25 Most Influential Speakers in the World by the National Speakers Association. He is also the youngest person ever to be inducted into their industry Hall of Fame.
Brian Winikoff
Senior Executive Director, Head of AXA's US Life, Retirement and Wealth Management Businesses, AXA Equitable Life Insurance Company
  • Thursday, March 2, 2017

    8:20 a.m. - 9:00 a.m.: GENERAL SESSION

Brian Winikoff

Senior Executive Director, Head of AXA's US Life, Retirement and Wealth Management Businesses, AXA Equitable Life Insurance Company

Brian joined AXA in 2016 as the Head of AXA’s US Life, Retirement and Wealth Management businesses. Prior to joining AXA, Brian served as President and CEO of Crump Life Insurance Services, the leading independent distributor of life insurance and related products in the US. Previously, Brian served as Chief Financial Officer of Crump Group, Inc., which held three businesses — Crump Life Insurance Services, Crump Property and Casualty Insurance Services (a leading P&C wholesale broker) and Ascensus (a leading retirement plan administrator). Brian joined Crump’s predecessor in 2002 as the head of the investor relations, financial planning, and strategic initiatives groups. Prior to joining Crump, Brian served in a variety of senior management positons at Hughes Electronics and Loudcloud, Inc., after beginning his career as an investment banker with Salomon Brothers, Inc.
Christopher Young
Director of Industry Strategy for Financial Services, Adobe
  • Friday, March 3, 2017

    9:30 a.m. - 10:30 a.m.: GENERAL SESSION

Christopher Young

Director of Industry Strategy for Financial Services, Adobe

Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Marketing Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct, and digital advertising and marketing programs.



Early Registration Fee:
LIMRA Member: $1,225
LOMA Member (but not LIMRA): $1,840
Nonmember: $2,450

After February 6, 2017
LIMRA Member: $1,425
LOMA Member (but not LIMRA): $2,140
Nonmember: $2,850

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 February 8, 2017, will be refunded, less a $75 processing fee.  Cancellations received from February 8, 2017 to February 22, 2017 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 22, 2017.

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

Fort Lauderdale Harbor Beach Marriott Resort & Spa
3030 Holiday Drive
Fort Lauderdale, FL 33316

Phone: 954-525-4000                               

Deadline extended! Make your reservation by February 17, 2017 and mention the LIMRA Distribution Conference for Financial Services Conference in order to receive the group rate of $299.00 single/double (plus applicable sales taxes). Requests after February 17, 2017, will be accepted on the basis of space availability.

Please note that the hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates. 

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Become a Sponsor or Exhibitor

Premier Sponsor and Exhibitor Opportunities Available Now

Our exhibit space is sold out.
Contact Barb Kimball to be added to the waiting list.

Connect With Key Prospects
This conference is your opportunity to meet hundreds of high-level carrier executives responsible for life insurance and financial services sales, marketing, and distribution.

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

To create your premier sponsorship package 

Contact Barbara Kimball at 860-298-3950 or

Exhibitor Package
For your investment of $4,000 you will receive:

Exhibitor & Sponsor Contact
Barbara Kimball

Sponsors and Exhibitors

Elite Strategic Partner

Digital Training Strategic Partner

Strategic Partners


Contact us to learn more:

Suzanne Melanson

Conference Coordinator


(860) 285-7879

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