This is a LIMRA member benefit. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.
Highlights
LIMRA’s Open House program is designed to update member companies on LIMRA’s new and latest offerings. For those individuals who are new to the industry or to their company, the program will introduce LIMRA and how we can help their company.
As we look forward to the future, we want to insure that our member companies are aware of all that LIMRA has to offer. We want you to think of “LIMRA First,” particularly when you have questions or issues of concern. Our program is structured to meet the needs of all users of LIMRA information.
During the Open House, attendees will also have an opportunity to meet with their company’s client managers, and learn what products and services are offered through our Talent Solutions, Compliance, Consultation, Custom Research, and InfoCenter areas all of which can help you and your company.
The Open House will begin at 1:00 p.m. on Wednesday, July 12, and will conclude at 12:00 noon on Thursday, July 13, 2017.
CLAIRE P. DEJOSEPH, Sales and Marketing Consultant, Executive Development; JUDY SCHOTT, ACS, ALMI, AVP Member Solutions, LOMA
The days of the neatly defined
corporate pyramid and career ladder are long gone. Now you, your team, and
personnel throughout your organization must enhance agility and
innovativeness -- and distinguish yourselves to advance through
a complex matrix. Not surprisingly, professional development programs must
align with new demands. LIMRA and LOMA offer development paths for executives
and associates that effectively build out today's crucial abilities. Learn more
about how we can help your organization thrive with an adaptive
industry-focused education.
DEBORAH DUPONT, Associate Managing Director, Workplace Retirement Research, LIMRA Secure Retirement Institute; PAUL S. HENRY, Corporate Vice President and Managing Director, Retirement Clients and Products, LIMRA LOMA Secure Retirement Institute
The Retirement Plans Business has evolved considerably,
with technology, regulation, and product innovation shaping the attitudes and
behaviors of plan advisors, plan sponsors and plan participants.Learn how our multi-pronged research provides
information and insight into each of these key constituencies, how our sales
benchmarking helps to track both new plan formation and takeover business, and
how you can stay abreast of the new ideas and thinking that will transform our
industry in the future.This session is
for everyone in the retirement plans business (including folks who work to
retain participant assets) who want to better understand the resources that
LIMRA has to offer, and how you can put them to use to achieve success.
REBEKAH HEATH, Outreach Librarian, LIMRA InfoCenter; JENNIFER KEEFE, Library Director, LIMRA & LOMA InfoCenters
A short overview of LIMRA’s InfoCenter services and resources; how we help members access both LIMRA’s research and secondary sources. The presentation also includes a visit to LIMRA’s William J. Mortimer Library, home of the InfoCenter, and an introduction to the library staff.
PATRICK T. LEARY, LLIF, Corporate Vice President, Distribution Research
More and more companies are exploring online and other consumer-directed distribution models to connect with customers. But just because something is available online does not necessarily mean it is direct-to-consumer (D2C) distribution. As financial services organizations take a more consumer-centric view of marketing and distribution, the industry just likewise view distribution models in a consumer-centric way. Come to this session and participate in a discussion about online and other non-face-to-face sales methods. What is D2C? How is it different from e-brokerage? What are the key questions and considerations that determine whether something is D2C or another form of non-F2F distribution? This session will take a contemporary look at distribution and the art and science of engaging consumers on a D2C basis.
SARAH SCHMIDT, ACS, ALMI, Director, Product Management, LIMRA Talent Solutions
The best always want to get better. One way to do this is to stay on top of industry and consumer trends and apply them to everything from strategy to day-to-day activities. But - who has the time or the resources? LIMRA’s Talent Solutions team does the work for you, translating research insights into management approaches, tools and training programs that you and your teams can act upon immediately. Learn how LIMRA makes the research come alive (and in proven beneficial ways) during this workshop.
TODD GIESING, Assistant Research Director, LIMRA Secure Retirement Institute; TEDDY RADU, Associate Research Analyst, LIMRA Secure Retirement Institute
Individual retail annuity products are used to meet many different retirement objectives. We’ve seen a significant shift in the market that doesn’t align with the current demographic trends. Join us to learn about sales trends for accumulation and income focused retail annuity products, the similarities and differences in buyers and what we see in the future of annuity sales.
JENNIFER DOUGLAS, Research Director, LTC & Developmental Research; SHANNON HAVENER, Research Analyst, Distribution Research
Companies have struggled to access and engage consumers in the working and middle class markets via traditional face-to-face distribution. As many consumers in these markets choose the internet to buy a wide range of products, it’s perfectly reasonable to expect the same could be true for the financial services industry. But which consumer groups are most receptive to buying life insurance online? Are there specific messaging that might motivate more people to consider an online purchase? This session will explore the reality around consumer preferences for the online experience.
SCOTT R. KALLENBACH, FLMI, Director, Strategic Research; ERIC T. SONDERGELD, ASA, CFA, Corporate Vice President, Strategic & Technology Research
The pace of change in the financial services industry is accelerating. Understanding what the future may bring can help you adapt and succeed. During this session, we will uncover LIMRA’s best assessment of the forces that may influence the financial services industry over the next several years. The full report will be released in a few months, so you’ll be the first to know. Join us to discover the latest trends that may impact financial services.
Cragg/Joseph/Huey Room
4:30 p.m. - 6:30 p.m.
Reception
6:15 p.m.
First shuttle to Marriott Hotel
6:30 p.m.
Second shuttle to Marriott Hotel
Thursday, July 13, 2017
7:15 a.m.
First shuttle from Marriott Hotel to LIMRA Headquarters
7:15 a.m. - 8:00 a.m.
Coffee/Continental Breakfast
7:30 a.m.
Second shuttle from Marriott Hotel to LIMRA Headquarters
KRISTEN E. GILLIS, Analyst, International Research; INGRID R. GOODENOW, FLMI, Senior Research Analyst, International Research
How much do you know about the global research team at LIMRA? Find out how your company can be a part of a research agenda with worldwide influence. Join us to learn about the team’s capabilities, upcoming studies, and how to keep up to date with insurance topics on a more global scale.
PHIL BROWN, Customer Experience; RICHARD W. HEKELER, Ph.D., Assistant Vice President, Director of Custom Research
Do you have research needs that you just don’t have the
resource or expertise to execute? Are you frustrated by working with
research firms that don’t understand your industry? Are you struggling to
find a solution to an industry-wide research problem – particularly a solution
adopted across the industry? Join us to learn more about LIMRA’s
Commercial Research Group, and how it can help you with your unique research
needs.
JAFOR IQBAL, Assistant Vice President, Retirement Research
Many pre-retirees do not feel confident in their preparation for retirement. Completing a formal written plan can tremendously boost their confidence. Learn how advisors can improve client satisfaction and loyalty, and assets under management by doing more retirement income planning.
YULIYA BABUSHKINA, Assistant Research Director, Insurance Research Product; RONALD NEYER, CLU, ChFC, MBA, Associate Research Director, Distribution Research
This session will examine the communication of optional insurance benefits. Drawing on key findings from various recent LIMRA studies, we will consider how the industry currently tries to engage employees at the workplace. Come learn the reasons why these efforts sometimes fall short, and gain a better understanding of strategies that will lead to improved participation rates.
JAMES T. SCANLON, HIA, Senior Research Director, Insurance Research - Markets; LAUREN FINNIE, Senior Research Analyst, Insurance Research, Markets
The U.S. life insurance market opportunity is large and growing. LIMRA research estimates the sales potential of the underinsured market is $12 trillion, and market will to grow by $300 billion per year. This workshop reveals the household segments that present the best market potential in the coming years.
KIMBERLY LANDRY, Assistant Research Director, Workplace Benefits Research
How are employers using benefit technology, and what do they want? Come hear the results of new LIMRA research that explored these questions, including:
What features are employers looking for in benefits technology?
Who do they think should provide the technology?
Why do some employers choose not to use technology?
MATTHEW RUBINO, Associate Analyst, Insurance Research – Product; KEVIN TEWKSBURY, Associate Analyst, Insurance Research – Product; ELAINE F. TUMICKI, CLU, ChFC, LLIF, Corporate Vice President, Insurance Research - Product
Come to this session to hear a cross section of LIMRA’s latest research on individual life insurance, including a focus on a recently released study of simplified issue life insurance. Other topics will include the latest sales and product trends, as well as the outlook for 2017 and beyond.
ERIC T. SONDERGELD, ASA, CFA, Corporate Vice President, Strategic and Technology & Research
This session will describe the size of the life insurance opportunity, how the industry defines adequacy, and offers several approaches to increase sales by questioning the ways in which the industry thinks about life insurance.
TODD A. SILVERHART, Ph.D., Corporate Vice President & Director, Insurance Research
Customer experience continues to receive attention as it increasingly becomes a coveted source of business differentiation. Yet, given atypical characteristics of life insurance as a product, managing experiences with life customers involves addressing nuances not associated with other product categories. Silverhart will discuss a model of customer experience developed to address the distinct factors associated with life products. In addition, he will share learnings from LIMRA’s industry benchmarking program (including shopping, purchasing and inforce experiences).
Cragg/Joseph/Huey Room
12:00 p.m.
Adjournment
Registration
The Open House will begin at 1:00 p.m. on Wednesday, July 12, and will conclude at 12:00 noon on Thursday, July 13, 2017.
Hotel / Venue
LIMRA Headquarters, Windsor, CT, USA Hartford/Windsor Marriott Airport 28 Day Hill Road Windsor, CT 06095 860-688-7500
Reservations by Phone: 860-688-7500 or 1-800-228-9290 (mention LIMRA Open House)
Make your reservations by June 20thin order to receive the group rate of $172.00single/double (plus applicable sales taxes). Requests afterJune20th will be accepted on the basis of rate and space availability.
Extend your stay?: The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.
As a reminder, the hotel rates may increase after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to receive our discounted rates.
For questions concerning your hotel reservations, contact Amanda Cristina at acristina@limra.com or call 860-298-3829.