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2018 Distribution Conference for Financial Services

New Rules of Engagement — The Future of Buying and Selling

2/28/2018 - 3/2/2018
Sawgrass Marriott Golf Resort & Spa, Ponte Vedra, FL USA

Overview

Who Attends

Distribution professionals, financial management specialists and others that have a vested interest in channel growth, productivity and reshaping distribution to succeed in today's business environment. Heads of distribution, sales, marketing support, product development and training.

Highlights

The financial services industry is due for an update when it comes to the way business is done. This paradigm shift represents disruptive change — and opportunity at the same time. Some companies have made a sophisticated effort to make positive changes while others — well, others still have a long way to go. Where do you stand on the spectrum?

This year’s conference will address the future of sales in our industry. Our focus should be on helping the consumer throughout the buying process, rather than trying to sell and push products. This concept is a consumer-centric advisor model. The “new” client-advisor experience is one that emphasizes precise, goals-based advice — meaning advice targeted to the individual at the right time — and delivered with mobility and transparency.

The 2018 Distribution Conference for Financial Services provides you with the opportunity to network with your peers and leading industry experts as we gather to discuss how the future customer will reshape financial services — particularly the life insurance system.

Don’t miss this premier event for distribution professionals.

Registration

Early Registration Rates
Member: $1,250
LOMA Member (but not LIMRA): $1,875
Non-member: $2,500

Standard Rates (February 2, 2018)
Member: $1,450
LOMA Member (but not LIMRA): $2,175
Non-member $2,900

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 7, 2018, will be refunded, less a $75 processing fee. Cancellations received from February 7, 2018 to February 21, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 21, 2018.

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

Sawgrass Marriott Golf Resort & Spa

1000 Pga Tour Boulevard
Ponte Vedra Beach, Florida, United States, 32082

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Reservations by Phone: 1-800-457-4653 (mention LIMRA Distribution Conference for Financial Services) 

Make your reservations by Friday, February 2, 2018 in order to receive the group rate of $259.00 single/double (plus applicable sales taxes). Requests after Friday, February 2, 2018 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. 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 Kim Hull at khull@limra.com or call (860)285-7752.

Agenda

Speakers

Andrew Aldrich
Principal, American Family Ventures

  • Friday, March 2, 2018

    9:30 am - 10:30 am: GENERAL SESSION 5

Andrew Aldrich

Principal, American Family Ventures

Andrew Aldrich was previously with AXA US in Strategy and M&A and assisted in the development of and then joined AXA Strategic Ventures. He also co-founded and led CalendarFly.com, an education technology company and has been an active member of the NYC startup community since 2008. Aldrich also has a deep finance background, getting his start in FX and analysis of esoteric structured finance products. He has led publicly traded restructurings, capital raising, and partnership negotiations on three continents including in North America (US and Canada), Asia (China and Hong Kong) and Europe (France).
Alex Dudarev
Chief Executive Officer, Specialty Life
Founder, Insurance Supermarket, Inc.

  • Friday, March 2, 2018

    9:30 am - 10:30 am: GENERAL SESSION 5

Alex Dudarev

Chief Executive Officer, Specialty Life
Founder, Insurance Supermarket, Inc.

Alexandr Dudarev, a serial entrepreneur with over twenty years of experience in building and refining online marketspaces. Prior to ISI, Dudarev was one of the pioneers in online marketing space and financial lead generation. His five years with Insurance Supermarket have seen him at the helm of Canada's fastest growing insurance brokerage. Dudarev turned this success to springboard Specialty Life into the industry as a novel and leading distribution channel of simplified insurance solutions. He credits his success to fast-paced and relentless growth in market testing and exploration.
Stephen J. Harvill
President, Creative Ventures

  • Thursday, March 1, 2018

    3:45 pm - 5:00 pm: GENERAL SESSION 4

Stephen J. Harvill

President, Creative Ventures

An educator, communicator, and consultant, Stephen Harvill is the founder and president of Creative Ventures, a strategic consulting firm based in Dallas, TX. As a leading strategic thinker and consultant to fortune 500 companies, Harvill has integrated a holistic approach to developing organizational principles. A scientist by education, Stephen brings a unique perspective to both his research and his presentations. Harvill is the author of “21 Secrets of Million Dollar Sellers: America’s Top Earners Reveal the Keys to Success” as well as numerous articles and publications dealing with effective management skills and the future of leadership in our chaotic world. He travels internationally, consulting with a diverse range of clients including American Express, Wells Fargo, IBM, Microsoft, and Apple.
Mark Hopkins, CLU
Managing Director, Ernst & Young LLP

  • Friday, March 2, 2018

    10:30 am - 11:15 am: GENERAL SESSION 6

Mark Hopkins, CLU

Managing Director, Ernst & Young LLP

Mark Hopkins’ current interests include the future of distribution of life insurance and annuity products and the integration of digital capabilities into insurance operations. He is a Chartered Life Underwriter and has executive and board level experience in insurance, asset management and broking companies.
Todd Hynes
Vice President, Strategic Distribution Programs, ivari

  • Friday, March 2, 2018

    9:30 am - 10:30 am: GENERAL SESSION 5

Todd Hynes

Vice President, Strategic Distribution Programs, ivari

In his role as Vice President of Strategic Distribution Programs at ivari, Todd Hynes is accountable for developing and delivering on innovative sales initiatives within the independent advisor distribution channel. He and his team work closely with the industry, distribution partners and advisors to deliver the ivari experience while addressing some of the most challenging issues our industry is facing. Hyne’s greatest professional passion is to assist the next generation in joining our business while continually raising the professional bar. Hynes is Chair of the LIMRA Canadian RAG (Research Advisor Group) and also serves on the Canadian board of directors for GAMA International (General Agents and Managers Association).
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital

  • Thursday, March 1, 2018

    9:30 am - 10:00 am: GENERAL SESSION 3

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Australia to Dubai.

Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually. Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

Kim Lear
Speaker, Writer, Strategist and Researcher

  • Thursday, March 1, 2018

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

Kim Lear

Speaker, Writer, Strategist and Researcher

Kim Lear is a writer and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, she is at the forefront of cutting edge research to uncover cultural shifts that revolutionize how organizations engage employees and consumers. She is currently the head of research on a new book published by Harper Collins about Gen Z. Lear is known for her ability to use a mix of data, storytelling, humor, and actionable takeaways to discuss the trends that most impact the bottom line of organizations. In addition to speaking, she has written whitepapers on the topics of generational wealth transfer in the finance sector, retirement trends in the hospitality industry, and the impacts of mindfulness practices on healthcare costs. Previously, Lear was the content director at a research firm dedicated to generational and Millennials trends.
Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Workplace Benefits Research, LIMRA

  • Friday, March 2, 2018

    10:30 am - 11:15 am: GENERAL SESSION 6

Patrick T. Leary, M.B.A., LLIF

Corporate Vice President, Workplace Benefits Research, LIMRA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. In this role, Pat leads a team of workplace benefits professionals responsible for conducting research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.

Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.

Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.

Sean F. O’Donnell, LLIF
Senior Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.

Sean F. O’Donnell, LLIF

Senior Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.

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 LIMRA’s 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.
Dustin Yoder
Founder & CEO, Sureify

  • Friday, March 2, 2018

    9:30 am - 10:30 am: GENERAL SESSION 5

Dustin Yoder

Founder & CEO, Sureify

Dustin Yoder is an InsurTech entrepreneur dedicated to creating the next generation of insurance sales, service, and policyholder engagement. Yoder found his passion during his high school days working at the family brokerage and quality testing early benefits software. That experience brought him to the InsurTech arena in 2012, making him an early leader in the space. 

Yoder built, and eventually sold, Vendus Product Labs, an enterprise product development company that served clients such as Genentech, Stanford University, and Honda. Following that, he formed Sureify with a goal of revitalizing life insurance for the end consumer. This endeavor took him through twists, turns, and the occasional fall, but it ultimately landed him in a position of influence in the insurance space, enabling leading insurers digitally from the inside out. 

Yoder holds a B.S. in finance from Cal Poly and lives with his wife and daughter in San Jose, CA.

Sponsors / Exhibitors

Premier Sponsor and Exhibitor Opportunities

 LIMRA Distribution Conference exhibit booths are now sold out. Please contact Jim Huffman at 770-984-6446 or huffmanj@loma.org to discuss sponsorship opportunities which may include a booth. 

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:

  • Multiple conference registrations
  • Private invite-only events with hosted by a LIMRA executive
  • Sponsorship of an evening reception, luncheon, breakfasts or refreshment breaks
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • One-time usage of the attendee mailing list before conference
  • Specialty conference merchandise that will deliver your company name to all attendees

To create your premier sponsorship package

Contact Jim Huffman at 770-984-6446; huffmanj@loma.org

Exhibitor Package
For your investment of $5,000 you will receive:

  • One full-conference registration.
  • Additional attendees pay the LIMRA member rate. 
  • One 6-foot skirted table with an electrical outlet (table-top or limited displays are permitted – please discuss your display with Jim Huffman)
  • One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
  • Exhibitor listing on LIMRA’s conference page, onsite program, conference slides and mobile app. 

Exhibitor & Sponsor Contact

 Jim Huffman
770-984-6446 
huffmanj@loma.org  

Strategic Partners

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com