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2017 Life Insurance Conference

Strategic Responses to Change

4/24/2017 - 4/26/2017
Rosen Shingle Creek Orlando, FL USA


Who Attends

Professionals involved in the development, operations, marketing, distribution, technology or administration of life insurance products.


Attend the 2017 Life Insurance Conference to network with your peers and leading industry experts as we gather to formulate strategic responses to the changes in our industry. This is your opportunity to join the crucial dialogue about future regulatory challenges and the opportunities that will help you stay ahead of evolving requirements and trends.

What are the far-reaching implications of the DOL fiduciary ruling for the financial services industry and what are the challenges being raised to that ruling? Are you prepared for your new competition? How are carriers staging their digital offering in the client service arena? Can you better understand the product development process of life insurance companies? Do you know how to engage millennial employees and how to market to them?

Find answers to these questions and gain insight into the very latest in industry news, product innovation, distribution, markets, administration, regulation and technology. The 2017 Life Insurance Conference will cover the important issues and identify strategies that will shape the industry's future.

This premier conference offers more than 30 workshops on topics including product innovation, distribution, markets, technology, administration and regulation.


Tom Crawford
Senior Managing Director, Strategic Communications, FTI Consulting

Tom Crawford

Senior Managing Director, Strategic Communications, FTI Consulting

As a senior member of the Public Affairs practice, Tom Crawford advises boards of directors, executive teams, and senior decision-makers on public-policy issues that pose opportunities and challenges to their organizations' enterprise values. He has worked on every budget reconciliation and tax-measure package considered by Congress in the past two decades.

Prior to FTI Consulting, Crawford was a founding partner of government-affairs and lobbying firm, C2 Group. There he oversaw the firm’s growth and development into a “Top 20” independent lobbying firm in Washington, D.C. As a respected public-policy expert, Crawford is also a member of The Tax Council, and chairman of the board of directors at Harvard University’s Center on Media and Child Health.
Ron Insana
CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist; Bestselling Author

Ron Insana

CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist; Bestselling Author

Ron Insana covers the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country.

Insana is the co-founder and CEO of Contrast Capital Partners, an investment solutions firm that caters to the needs of the investment advisor community and CEO of The Insana Entertainment Group, a film and TV production company.

For over three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991.

Insana is well-known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others: captains of industry from Bill Gates to the late Jack Welch and Steve Jobs, top economists, analysts and global heads of state, from former Soviet leader Mikhail Gorbachev to Jordanian Queen Rania.

Insana was named one of the “Top 100 Business News Journalists of the 20th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.

He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues. Insana graduated with honors from California State University at Northridge.

Robert A. Kerzner, CLU®, ChFC®
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

Robert A. Kerzner, CLU®, ChFC®

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

Bob Kerzner leads the world’s largest association of life insurance and financial services companies. The combined organizations have over 1,200 members in more than 64 countries, including most of the world’s largest life insurance companies. Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. After spearheading the acquisition of Woodbury Financial Services, a national broker-dealer organization with more than 1,800 independent representatives, Kerzner also served as president of Woodbury. Kerzner’s career with The Hartford spanned 30 years from 1974 to 2004. 
Kelly McDonald
Marketing and Advertising Expert

Kelly McDonald

Marketing and Advertising Expert

Kelly McDonald is considered one of the nation’s top experts in multicultural marketing and consumer trends. Her client experience includes brands such as Toyota, State Farm, Nike, Harley-Davidson, Miller-Coors, and Sherwin-Williams. Advertising Age has twice named her company one of the top ad agencies in the U.S. McDonald has been featured on CNBC, in Forbes, BusinessWeek, Fast Company, on and on Sirius/XM Radio. She is the author of Crafting the Customer Experience for People Not Like You.



Registration Fees 

Early Registration Rates (Register by March 24, 2017):
LIMRA, LOMA, SOA, and ACLI Members: $1,225
Non-member: $ 1,725

Standard Rates (After March 24, 2017):
LIMRA, LOMA, SOA, ACLI Members: $1,425
Non-member $ 1,925

Group Discount
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.

Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to

Hotel / Venue

Rosen Shingle Creek
9939 Universal Boulevard
Orlando, FL 32819

Click here to book your reservations online

Reservations by phone: 1-866-996-6338

Hotel Photo

Become a Sponsor or Exhibitor

Connect with Key Prospects 

This conference is your opportunity to meet and network with insurance professionals involved in the development, operations, marketing, distribution, administration and technology processes of life insurance products.

Sponsorship Opportunities - Raise your level of branding with this audience by securing a Sponsorship. Options include:

To create your Sponsorship package, contact Barbara Kimball at 860-298-3950;

EXHIBIT PACKAGE $4,600 - includes: (after February 24th, Exhibitor fee is $5,000)


Organizations exhibiting at The Life Insurance Conference may also exhibit at The Retirement Industry Conference, immediately following April 26-28 at the same hotel and receive a discount of $500 off each event. If you are Exhibiting at both, please use this PROMO CODE (BOTH17) when registering for both events.

Register now as an exhibitor! 

Sponsors and Exhibitors

Diamond Sponsor

Gold Sponsor

Silver Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator


(860) 285-7798

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