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2018 LIMRA Annual Conference

Reclaiming Relevance: Now Is the Time!

10/28/2018 - 10/30/2018
New York Marriott Marquis, New York, NY


Who Attends

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives looking to help their companies reclaim their relevance.


Financial professionals demonstrate a passion, energy, and excitement for their work, their company, and their industry. They are committed to the profession, and the people they ultimately serve.

Yet, our industry image suffers in the current marketplace. In a world where people are flooded with information from the media, financial pundits, and even friends and family via social — how can financial services convey its relevance to consumers?

How do we identify the new risks in society, and can we find solutions to mitigate those risks? Can we overcome our tendency to follow the crowd with innovation, and instead focus on future success by meeting the needs of our consumers?

LIMRA’s 2018 Annual Conference will address these questions and more, focusing on the strategies that will help us better communicate our relevance to consumers. Our program will feature forward-thinking executives from diverse industries who will discuss key strategies in areas that will influence the future of our industry and the markets we serve, including: distribution/marketing, regulations/tax reform, digital/technology, and strategic issues.

This year’s event — held in New York City — marks a very special occasion for our industry: the retirement of Robert A. Kerzner, President and CEO of LIMRA, LOMA, and LL Global, Inc. Bob Kerzner has been a leading voice in the life insurance, retirement, and financial services industry, and we will celebrate his contributions and accomplishments.

We are expecting a large crowd so be sure to register early to secure your reservations.


Simon Sinek
Optimist and Best Selling Author
  • Monday, October 29, 2018

    8:55 am - 10:00 am: GENERAL SESSION

Simon Sinek

Optimist and Best Selling Author

Described as “a visionary thinker with a rare intellect,” Simon Sinek teaches leaders and organizations how to inspire people. With a bold goal to help build a world in which the vast majority of people wake up every single day feeling inspired, safe at work, and fulfilled at the end of the day, he is leading a movement to inspire people to do the things that inspire them. A trained ethnographer and fascinated by the people and organizations that make the greatest, lasting impact, Sinek shares some remarkable patterns he has discovered to help other leaders and organizations inspire action. Sinek is also a best-selling author. His latest book, The Infinite Game, is due out early in 2019.
James Comey
Director, Federal Bureau of Investigation (2013 – 2017)
  • Tuesday, October 30, 2018

    11:45 am - 12:45 pm: GENERAL SESSION

James Comey

Director, Federal Bureau of Investigation (2013 – 2017)

James Comey’s mettle has been tested throughout a career committed first and foremost to serving his country. During his time at the Department of Justice, Comey confronted new threats against Americans at home and abroad, prosecuting terrorists and helping to shape the debates on the collection of information and the detention of enemy combatants in the aftermath of September 11, 2001. As head of the Federal Bureau of Investigation, he oversaw the federal response to mass murders in San Bernardino and Orlando, which signaled a new phase in the country’s confrontation of domestic terrorism. And in the heat of one of the most closely contested presidential elections in history, Comey made a call that he would defend before Congress as one that prioritized the interests of the country he swore to serve above all else. When domestic and international forces sought to discredit the values that Americans treasure most, Comey was determined to lead in a way that reflected — and protected — the best of who we are as a nation. In sharing how he confronted the attempts to challenge what we hold dear, Comey will help audiences navigate ethical dilemmas when the road ahead has yet to be charted.
Kat Cole
Chief Operating Officer and President, North America, FOCUS Brands, Inc.
  • Monday, October 29, 2018

    2:45 pm - 3:45 pm: GENERAL SESSION

Kat Cole

Chief Operating Officer and President, North America, FOCUS Brands, Inc.

Kat Cole is unusually connected to communities through social media, is very active in advising and investing in start-ups, and is an avid humanitarian in some of the poorest areas of the world. Before being promoted to COO and President of FOCUS Brands North America, Cole was president of Cinnabon, Inc. where she was accountable for leading, evolving and building the team and multi-channel brand. In her four years as president at Cinnabon, her team and franchisees accomplished strong growth in profitability, franchisee satisfaction, philanthropic partnerships, and comp sales performance. Cole is passionate about learning, constant improvement, and helping teams and businesses embrace their roots while driving innovation and growth.
World-Renowned, Award-Winning Photographer, and Master Storyteller
  • Monday, October 29, 2018

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


World-Renowned, Award-Winning Photographer, and Master Storyteller

Having photographed world leaders, celebrities, our men and women in the military, civil rights leaders and human rights champions, Platon seeks to answer the question, “Who is this person?” A gifted communicator and storyteller, he shares some of the most poignant and mesmerizing stories behind the photos. His photographic portraits have graced the world’s most influential magazines including TIME magazine, Rolling Stone, The New York Times, Vanity Fair, and The Sunday Times. In 2008, he became the staff photographer for The New Yorker. In 2013, Platon founded a non-profit foundation named The People's Portfolio, which aspires to create a visual language that breaks barriers, expands dignity, fights discrimination, and enlists the public to support human rights around the world.
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. 



Early Registration Rates:
Member: $1,350
LOMA Member (but not LIMRA): $1,350
Non-member: $2,700

Standard Rates (After September 21, 2018):
Member: $1,550
LOMA Member (but not LIMRA): $1,550
Non-member $3,100 

Hotel / Venue

New York Marriott Marquis

1535 Broadway
New York, NY, United States, 10036

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.

Reservation Phone: 877-303-0104

Make your reservations by September 28, 2018, in order to receive the group rate of $349 single/double (plus applicable sales taxes). Requests after September 28 will be accepted on the basis of rate and space availability. As a reminder, the hotel rates will 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.

Become a Sponsor or Exhibitor

Sponsor and Exhibitor Opportunities

Available Now for LIMRA’s 2018 Annual Conference


Connect With Key Prospects
LIMRA’s premier conference will be exceptionally special as we celebrate the leadership of and bid farewell to Robert Kerzner, our CEO. This is your opportunity to meet and network with C-level and senior executives from the financial services and insurance carriers.

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

To create your Sponsorship package, contact:

Contact Kim Hull at 860-285-7752;

Exhibitor Package, $10,000 includes:

This event has sold-out Exhibit Space the last three years!   

Register now as an exhibitor!

Exhibitor & Sponsor Contact

Kim Hull

Sponsors and Exhibitors

Strategic Partners


Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator


(860) 285-7798

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