Chief Compliance Officers – Compliance and Internal Audit
Legal Counsel, General Counsel and Attorneys
Compliance and Market Conduct VPs, Directors, and Managers
Compliance, Market Conduct and Legal Staff
Audit and Risk Management Managers and Staff
AIRC Designees (who receive $100 off the member rate when they register)
Highlights
Created by Compliance professionals for Compliance professionals, attendees enjoy this opportunity to discuss crucial regulatory issues and learn effective compliance practices from peers and topical experts. This year’s conference will focus on these three topics crucial to our continued success:
8:00 a.m. - 9:00 a.m.: General Session 4 - A New York State of Mind
Craig Friedman
Senior Manager, Deloitte & Touche LLP
Craig is a Senior Manager in Deloitte’s wealth and investment management practice with over 15 years of experience consulting to industry on transformational regulatory and operations initiatives. Craig is a leader on Deloitte’s Fiduciary Risk and DOL Fiduciary Rule team, and has advised numerous clients on the design and implementation of fiduciary operating models, including enhanced supervision and surveillance capabilities, design of best interest workflows that both increase operational efficiency and reduce regulatory risk, and design and implementation of conflicts of interest management programs. Prior to Deloitte, Craig worked in various professional services roles at SS&C Technologies and Advent Software.
Nicholas C. (Nick) Gerhart, J.D., M.H.A., joined FBL Financial Group as Chief Administrative Officer in January 2017. In this role, Gerhart has responsibility for enterprise strategic planning, government relations, human resources and health services, among other administrative functions.
Gerhart served as the Insurance Commissioner for the State of Iowa from February 2013 until December 2016. During his time as Commissioner he was very involved at the NAIC and served on the Executive Committee, Chair of the Life and Annuity (A) Committee and was appointed to the Federal Advisory Committee on Insurance. Gerhart appeared on CNBC to discuss health care reform and was frequently quoted in the Wall Street Journal and New York Times. He created an investment educational program, “Iowa Fraud Fighters” and led the team that created the Global Insurance Symposium. He spent time mentoring startup companies throughout the world and helped the NAIC deal with the challenges of regulating in the world of innovation and change.
9:15 a.m. - 10:15 a.m.: General Session 5 - Cyber Security: The Role of Compliance in a Constantly Changing World
Judy Hopkins
Head of Legal, Haven Life Insurance Agency, LLC
Judy Hopkins is the Head of Legal for Haven Life Insurance Agency, LLC, a life insurance startup wholly owned by MassMutual. At Haven Life, Ms. Hopkins leads a team of legal and compliance professionals advising on an array of issues including product development and filing, algorithmic underwriting, privacy/cybersecurity, advertising and marketing, distribution and vendor management. Essential to her role is helping the Haven Life team navigate a complex regulatory landscape while operating in a fast paced, agile environment that strives to offer a simple online experience for buying high-quality and affordable insurance products.
Prior to joining Haven Life in May 2017, Ms. Hopkins was a Vice President and Corporate Counsel in the Data and Digital Law Practice Group at Prudential Financial. In this role, Ms. Hopkins advised the U.S. Customer Office and other businesses on digital initiatives, such as big data, data analytics models, electronic communications and delivery, marketing, and various initiatives designed to engage customers and improve their experience across Prudential.
9:15 a.m. - 10:15 a.m.: General Session 5 - Cyber Security: The Role of Compliance in a Constantly Changing World
Brian Loutrel
Vice President, Chief Privacy Officer and Chief Ethics Officer, New York Life Insurance Company Anti-Money Laundering Compliance Officer, New York Life Insurance Company, New York Life Insurance and Annuity Corporation, and NYLIFE Securities LLC
Brian Loutrel is a Vice President at New York Life Insurance Company in charge of anti-money laundering compliance, privacy/information security compliance as well as business conduct/ethics compliance programs. Brian is the Anti-Money Laundering Compliance Officer for New York Life Insurance Company, New York Life Insurance and Annuity Corporation, and NYLIFE Securities LLC. In addition, Brian is New York Life’s Chief Privacy Officer and Chief Ethics Officer.
Brian joined New York Life in June 1982 after graduating from Barry University in Miami, Florida. During his tenure with New York Life, Brian spent fifteen years with the Corporate Audit Department conducting operational and information systems audits and fraud investigations, and the last sixteen years with the Corporate Compliance Department, where he has managed several divisions, including branch office compliance examinations, agent licensing and FINRA registration, complaint handling, sales material review and the handling of regulatory inquiries and examinations.
Litigation partner and member of Cybersecurity & Data Privacy practice and Intellectual Property Litigation Group, Debevoise & Plimpton LLP
Jim Pastore is a litigation partner and a member of the firm’s Cybersecurity & Data Privacy practice and Intellectual Property Litigation Group. His practice focuses on privacy and cybersecurity issues. Mr. Pastore is recognized by The Legal 500 US (2016-2017) for his cybersecurity work. Cybersecurity Docket (2016) named Mr. Pastore one of the “Incident Response 30,” a collection of 30 of the “best and brightest” incident response attorneys in the country. In addition, he was recently included on Benchmark Litigation’s Under 40 Hot List and is one of Law 360’s Rising Stars, an accolade for attorneys under 40 that recognizes his outstanding career accomplishments.
Prior to rejoining Debevoise in 2014 as counsel, Mr. Pastore served for five years as an Assistant United States Attorney in the Southern District of New York. While he was with the Criminal Division of the U.S. Attorney’s Office, Mr. Pastore spent most of his time as a prosecutor with the Complex Frauds Unit and Computer Hacking and Intellectual Property Section. He successfully litigated eight jury trials to verdict and was the lead prosecutor in United States v. Monsegur, a/k/a Sabu,” and Operation Cardshop, both of which were named to the FBI’s top 10 cases of 2012.
Director of Research for Burkenroad Reports A.B. Freeman School of Business, Tulane University
Peter Ricchiuti is the business professor you wish you had back in college. His humor and insight have twice made him the top professor at Tulane University’s Freeman School of Business. In a recent competition, Peter’s teaching delivery skills placed atop a field of 500 universities representing 43 countries.
Peter is a graduate of Babson College, started his career at the investment firm of Kidder Peabody & Co and later served as the assistant state treasurer for Louisiana. There he successfully managed the State’s $3 billion investment portfolio.
Peter has addressed over 1000 groups in 47 states. These include groups of nuns, tin can manufacturers, money managers, waterpark owners, insurance professionals and NFL players. He has even done a couple of TED TALKS.
8:00 a.m. - 9:00 a.m.: General Session 4 - A New York State of Mind
Diane Stuto
Managing Director, Legislative and Regulatory Affairs, Life Insurance Council of New York
Diane Stuto is the Managing Director, Legislative and Regulatory Affairs, of LICONY. She joined in the association in 1990 as an Assistant Vice President. She was appointed to Vice President in 1995, Senior Vice President in 1999, and to her current position in 2003. Diane's focus is primarily on legislative issues of importance to the life insurance industry of New York.
She is the primary contact for LICONY to the National Conference of Insurance Legislators (NCOIL). Diane is the LICONY PAC treasurer and is principally responsible for lobbying, New York election law and ethics compliance. She also has responsibility for certain regulatory issues, including life insurance and annuity replacements, annuity suitability, investment issues, including derivatives regulation, and holding company matters, including ERM and ORSA.
Senior Director - Information Risk Management, The Northwestern Mutual Life Insurance Company
Chris Szafranski leads the Privacy, Records Management and the Business Information Security Liaison (BISL) programs for Northwestern Mutual and its subsidiaries. Accountabilities include privacy incident management, records management compliance, PCI and HIPAA compliance, as well as regulatory preparedness, response and reporting for both privacy and cybersecurity.
Chris has over twenty-five years of experience in the financial services industry and is a Certified Information Privacy Manager (CIPM), a Certified Information Privacy Professional/US (CIPP/US) and holds an Insider Threat Program Manager Certificate (ITPM). Chris has a MBA with concentrations in risk management and human resources. She is also a Fellow of the Life Management Institute (FLMI) and is FINRA Series 6, 7 and 24 qualified.
Senior Vice President, Office of Governmental Affairs (State Affairs), New York Life Insurance Company
Doug is currently a Senior Vice President in New York Life’s Office of Government Affairs. In his role, Doug and his team are responsible for the company’s government affairs operation in all 50 states including all activities involving the National Association of Insurance Commissioners. Doug joined the company in October 2011 as a Vice President in the Office of Government Affairs.
Prior to his tenure at New York Life, Doug was the Director of the Division of Insurance in the New Jersey Department of Banking and Insurance from March 2009 through October 2011. As Director, Doug was the chief regulator of the New Jersey life, health and property-casualty insurance markets, issuing licenses to insurance companies and producers, reviewing insurance products and rates for compliance with existing regulations, and monitoring the financial solvency of companies in the marketplace. This was Doug’s second stint at the Department as he had served as Assistant Commissioner for Legislative and Regulatory Affairs managing the Department’s legal team and as Chief of Staff at the Department from 2002 to 2006.
10:30 a.m. - 11:15 a.m.: General Session 6 - What's an Ethical Culture, Why It Matters, and What It Takes
Caveni Wong, MBA, CCEP
Principle Compliance, Inc.
Caveni Wong is the Founder & Principal of Principle Compliance, Inc., a management consulting firm with a focus on corporate ethics and compliance. Since 2006, Caveni has helped multinational corporations develop and manage global ethics and compliance programs. She combines experience in organizational change management and the technology industry to help clients execute a full range of ethics and compliance initiatives, from program strategy, risk assessment, and vendor evaluation to Code of Conduct and training development. Caveni previously worked for Ernst & Young, IBM, and LRN. She graduated cum laude from the University of California, Los Angeles with a B.A. in Communication Studies and holds an MBA from Duke University.
The economy is inherently cyclical. While these cycles don’t necessarily repeat themselves, they usually rhyme. Understanding the forecasting ability of stock, bond and energy markets can both illuminate opportunities and serve as valuable storm warnings for business leaders. A lot of this runs counter to what people are commonly hearing in the media. In this lively and entertaining session, Peter Ricchiuti explains how to interpret the market signals.
Innovation and insurance are not exactly synonymous. How can insurance carriers innovate from within, and take control of consumer experience? Changing culture is a battle, but it is one worth fighting and winning.
Discuss hot topics in compliance and benchmark your practices while networking with peers and industry experts in this roundtable format. Tables will be divided by topic - choose a conversation that interests you, and join in. Chimes will sound every 15 minutes, giving you an opportunity to move to another topic.
Have a topic to request? Email cclement@limra.com or tweet it using the hashtag #RCEX.
NICK GERHART, Chief Administrator Officer, FBL Financial Group Inc.
LAWRENCE KOSCIULEK, Director Regulatory Policy, FINRA
MICHAEL S. GUNST, Assistant Regional Director, Office of Compliance Inspections and Examinations, Securities & Exchange Commission
The panel of regulators will answer
questions about the current regulatory environment. Please
pre-submit your questions for a wide-ranging discussion of
issues by emailing LIMRA’s Larry Niland at lniland@limra.com
Regulators
will be announced here prior to the conference.
CHAD ESLINGER, Chief Compliance Officer, Vice President, Annuities, Life and Employee Benefits, Voya Financial; RICK MATARANTE, Corporate Vice President, Special Investigations Unit, New York Life Insurance Company
Are you allocating more resources and time
investigating and reporting fraud? Spend a little time with our industry
experts to understand how they are handling fraud within their companies and
walk away with some strategies and safeguards you can begin
implementing in your company. Session
discussion will include the following:
Recent
fraud trends
Current
controls and tools
Investigations
– lessons
learned during the investigation process
LISA COOPER, FLMI, AIRC, MCM, Technical Director, Corporate Compliance, Nationwide; BARBARA FITCH, CLU, FLMI, AIRC, Chief Compliance Officer, Life & Annuity, National Life Group; AMY FULLENKAMP, Senior Manager, Distribution Business Development, Allianz Life Insurance Company of North America; Moderator:WENDY PROCHASKA, FLMI, AIRC, Assistant Director, Integrated Risk and Regulatory Services, Northwestern Mutual
Do your business partners
view compliance as a valued business partner?
Are you used as a positive recruitment tool for new distribution partners? Is it possible that the next generation of compliance
really is collaborative, innovative, and naturally creative?
Join us and learn:
Techniques, tactics and programs for collaboration
Tips for being a proactive, visible and
accessible business partner
How to ensure compliance has a seat at the
table
How to be known as the "value added" compliance partner
KENNETH BRILL, Assistant Vice President, Field Compliance, MassMutual JOSEPH DePIETRO, Corporate Vice President, Corporate Compliance, New York Life Insurance Company
Effective surveillance is a key part of Distribution Compliance. This session will allow attendees to “peek behind the curtain” to look at best practices used for producer surveillance. The speakers will provide their insight on new business, senior sales, replacements, documentation and escalation, to name a few.
MAX BOLSTAD, ALMI, CAMS, Global Anti-Money Laundering and Anti-Corruption Officer, MetLife Company ANTHONY MASELLA, Corporate Vice President, New York Life Insurance Company LAURA PERLOTTO, Assistant Vice President & Anti-Money Laundering Officer, MassMutual Financial Group Moderator: BRIAN LOUTREL, CIA, CFSA, Vice President, New York Life Insurance Company
Building on the FINRA KYC rule, the Beneficial Ownership / Customer Due Diligence rule goes live in May 2018. Life insurers with affiliated broker-dealers and mutual fund companies as well as those who market variable life and annuity products have much work to do to comply with this key rule. Learn how you can best comply with this rule from a panel of industry experts.
LINDA BURM, Chief Distribution Compliance Officer Allianz Life; JAMES CLEMENTS, Second Vice President Supervision, Ameritas Life Insurance Corp; DAVID WOLFE, Advisor’s Excel Moderator: GISSOU GOTLIEB, Field Suitability & Compliance Officer, Ann Arbor Annuity Exchange.
Join us for a discussion on the evolving role of the independent distribution intermediaries, lessons from the fiduciary rule, and what lies ahead for independent distribution and their industry partners.
MICHAEL BILS, Corporate Vice President, New York Life Insurance Company; BRANDON M. O'HARA, Mgr, BD & IA Compliance, General Counsel's Office, Thrivent Financial; Moderator:ZACHARY RIGDON, J.D., Corporate Vice President, New York Life Insurance Company.
Join us to discover the evolution from compliance-based supervision to risk-based supervision. Unlocking data within common fact patterns will reveal your next compliance problem. In this workshop, we'll explore:
Offsite, risk based supervision models
Narrative versus static supervisory questions
Forward-looking training designed to mitigate future risk
LAWRENCE KOSCIULEK, Director, Regulatory Policy, FINRA EBONY PHILLIPS, Director, Elderly Protective Services, Governor's Office of Elderly Affairs, State of Louisiana MICHELE KRYGER, Elder and Vulnerable Client Care Officer, AIG Life & Retirement, U.S. Moderator:PAUL S. HENRY, Corporate Vice President and Managing Director, LIMRA LOMA Secure Retirement Institute
Recognizing financial
exploitation of seniors and other vulnerable people has become more important
than ever before, as losses of $3 billion annually demonstrate. Over the last
two years, financial services firms have made substantial investments to ensure
their advisors are prepared for the new era in which they are expected to
always put their clients' best interests first. They must conform to high
standards of both ethical and prudent behavior, though some of their clients,
due to age and circumstance, could put their firms - even the adviser
themselves - at significant risk.
In this session, you'll learn about this growing issue and common types of exploitation, discuss the evolving regulatory environment, and hear about steps being taken by firms to successfully protect vulnerable clients.
PAUL GREENE, Pacific Zone Underwriting Officer, New York Life; KIM LANCASTER, FLMI, FALU, ACS, Vice President, Underwriting Operations, RGA Reinsurance Company; SCOTT GRANDMONT, FALU, FLMI, ACS, Vice President, Underwriting Solutions, RGAx, LLC; WILL MOORCROFT, Second Vice President and Chief Compliance Officer, Phoenix; Moderator: WENDY PROCHASKA, Assistant Director, Annuity Compliance, Northwestern Mutual.
The ease of doing
business electronically has shifted the way agents desire to do business.Face to face sales may no longer be the norm
as agents push to expand their geographical reach and broaden their client
base.This session will identify and
examine:
How agents are using Skype or the telephone to
solicit insurance
The potential risks associated with non-face
to face sales
MATT CLEGG, Compliance Director, Sun Life and Health Insurance Company; KEVIN HENRY, Assistant Vice President - Consumer Affairs, Federal Reserve Bank of St. Louis Moderator: EVAN BALDWIN, Vice President, Prudential
Effective compliance risk management underscores an organization’s commitment to integrity, business practices and business conduct for the benefit of customers, employees, the insurance company and the public. Compliance Risk Assessments are a tool to protect organizations from financial, legal, regulatory and reputational harm.
GINA CRISTALLO, JD,
Corporate Vice President, Head of Sales Material Review and Life
Products, New York Life Insurance Company TED NEWTON, AIRC, Assistant Vice
President, MassMutual Financial Group Moderator: SCOTT KALLENBACH, Director,
Strategic Research, LIMRA.
Using everyday language helps your customer understand your message better and feel more confident in taking the next step. Being purposeful with your disclosure – how much you say, how you say it, and where it appears – is a critical component in this effort. This panel will discuss the regulatory and oftentimes self-imposed challenges of revising your company’s marketing materials to (as stated by surveyed consumers) “keep language simple and succinct,” “make it easier to understand” and “make sure we know what we’re buying” – all in an effort to better connect with your customer.
SATISH LALCHAND, Deloitte Transactions and Business Analytics LLP
Monitoring
leveraging data analytics is useful in detecting or predicting potential
threats to an organization such as sales practice misconduct, fraud and
abuse. These techniques may be also applied proactively in the
sales review process to provide the analytical foresight into existing and
emerging issues. In this session, Lalchand will provide an overview of
analytics and insight on why and how a compliance professional may effectively
use data analytics in the sales practices monitoring and review processes.
DAVE LONG, Corporate Vice President - Compliance, New York Life GREGORY D. TEESE, Senior Vice President, Compliance, Chief Compliance Officer, Equity Services Inc. JAY WILLIAMS, Vice President, Chief Compliance Officer, OneAmerica Moderator:JEFF SCHLOEMER, Director, Enterprise Compliance, Northwestern Mutual
Their OBA
becomes your Firm’s OBA!
What risks are associated with OBAs?
What are the key requirements to supervising them?
How do you review and approve them?
Come hear from a diverse panel as they discuss
effective practices for designing and implementing supervisory systems and
controls to mitigate the risks associated with OBAs including a discussion on
common OBA requests made by the field.
LEILANI BLOOMQUIST, Marketing & Customer Engagement Manager, Securian Financial Group; ANN FARLEY, Assistant Vice President, Innovation Management, Pacific Life; Moderator: NANCY HILL, Vice President, Compliance, Pacific Life Insurance Company
Keeping up with the innovation initiatives in your company presents opportunities and challenges. Now you are being asked to innovate within your department at the same time. Hear from top Innovation Officers how you too can be supportive and be an innovative thought-leader within your organization.
Innovations is at the heart of a customer centric organization
Innovation and Compliance – How they complement one another
GINA JONES, Chief Financial Crime Officer, AXA; VICKI LANDON, CAMS-Audit, FLMI, CFCS President, Landon Associates Inc. KEITH SCHROEDER, Assistant Vice President and Compliance Officer, Chief Anti-Money Laundering Compliance Officer, Chief Privacy Officer and Assistant Corporate Secretary for the American-Amicable Life Insurance Company of Texas
With cybercrime, fraud, and money laundering on the rise, regulators are expecting insurers to increase effectiveness in detecting and deterring these illegal activities. In this session, you'll see how companies are operationalizing fraud, cyber, and AML programs, and are using data, processes, and tools to protect their companies, clients, and the U.S. financial system from ever-evolving criminals. Compliance officers from two disparate companies and an AML auditor will talk about programs that work, strategies for cross-silo cooperation, and ways to achieve more without necessarily increasing budget.
Many companies in our industry have
insurance think labs, designed to come up with creative ways to improve how we
design, develop, market and sell insurance. What are we doing to create
innovative opportunities in our compliance departments to solve problems and
reduce risk?
Participants in this hands-on
working lab session will first learn some simple innovation frameworks to take
back to their teams, and then will put those tools to work immediately. Working
collaboratively in small groups, attendees will choose a common compliance
problem and create innovative solutions that just might make a breakthrough difference.
Moderators: TED NEWTON, AIRC, Assistant Vice President, MassMutual Financial Group DOMINIC RUSSO, Chief Compliance Officer, Insurance Products & Services, Penn Mutual Life Insurance Company
This is your chance to get all of your questions answered, in an “unconferenced,” interactive,peer-to-peer conversational session. Hosted by members of the LIMRA LOMA Regulatory Compliance Committee, you’ll have opportunities to submit your questions, both before and during the session, and draw upon the power of the crowd to get answers.
Any questions left unanswered after this session will be sent out in a post-conference survey, with results shared with participants, so there will truly be no questions left unanswered
Join this lively discussion intended specifically for those in small life insurance companies, broker-dealers, and subsidiaries of larger companies. In this session, participants will discuss how to meet the demands posed by increasing compliance responsibilities - even as resources shrink. Attendees will have the opportunity to see how their practices compare to peers' using the anonymous polling capabilities of the conference app. Those who register for this session will be contacted in advance of the conference to submit topics for discussion.
Managing Director, Legislative and Regulatory Affairs, Life Insurance Council of New York
Insurers doing business in New York
are seeing an increase in regulatory initiatives from the New York Department
of Financial Services (NY DFS). These initiatives are unique to New York and
cover a range of topics including standard of care, cybersecurity,
non-guaranteed elements, fee-based annuity products, and use of big data in
life underwriting. A panel of experts will provide their perspective, tips for
addressing their developments and best practices in partnering with the NY DFS
to successfully implement these and other new regulatory challenges inside your
company.
Vice President, Chief Privacy Officer and Chief Ethics Officer, New York Life Insurance Company Anti-Money Laundering Compliance Officer, New York Life Insurance Company, New York Life Insurance and Annuity Corporation, and NYLIFE Securities LLC
Regulatory expectations in the cybersecurity world have grown significantly with the NYDFS Cyber Rule and the NAIC Model Cyber Act. The role of compliance will be critical in ensuring that life insurers comply with the many regulatory requirements. Learn from a panel of experts and through case studies about the new regulatory requirements, including their impact on life insurance agents, and how the go about making sure that their firms are in compliance.
An
ethical culture is one where people do the right thing, not only what’s
legal and required. It’s often easier to focus on compliance than
ethics. But ethics is what builds a
company’s reputation and helps it succeed in the long run. In this
session, we’ll explore what it means to have an ethical culture, why it
matters, and what it takes to have one at your company.
11:15 a.m.
Adjournment
Registration
Early Bird Registration Fee: LIMRA and LOMA member: $1,250 AIRC Designee: $1,150 Nonmember: $1,875 Guest/Spouse fee: $100
After March 1, 2018: LIMRA and LOMA member: $1,450 AIRC Designee: $1,350 Nonmember: $2,075 Guest/Spouse fee: $100
Refund Policy All cancellations and refund requests must be in writing. Full refunds minus a $100 administrative fee will be granted only on cancellations received 10 business days prior to March 21, 2018. No refunds will be granted after that time. In the unlikely event the meeting is cancelled, LIMRA and LOMA will refund the total registration fee. However, LIMRA and LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.
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.
Hyatt Regency New Orleans 601 Loyola Avenue New Orleans, LA 70113 Phone: 504-561-1234
Make your reservations by March 1, 2018 to receive the group rate of $219 single/double (plus applicable sales taxes). Requests after March 1 will be accepted based on space availability. The group guest room rate will be offered 3 days prior and 3 days after the meeting dates subject to availability.
Please note that 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.
This conference is your opportunity to meet and network with compliance professionals from the insurance industry to discuss crucial regulatory issues and learn effective compliance practices.
Conference attendees typically include:
Chief Compliance Officers – Compliance and Internal Audit Legal Counsel, General Counsel and Attorneys Compliance and Market Conduct VPs, Directors, and Managers Compliance, Market Conduct and Legal Staff Audit and Risk Management Managers and Staff
EXHIBIT PACKAGE is $4,750 (after February 9th, Exhibitor fee is $5,000) and includes:
Each exhibiting organization will receive:
A 10'x10' space (exhibits will not include pipe & drape), including electrical
Two full conference registrations (total value $2,850– based on Non-Member rate)
One-time use mailing list (Your choice - three weeks prior to or three weeks following the event.)
Listing in the on-site conference mobile app
Listing on the LIMRA and LOMA Event web pages of your logo, description and website
Listing on the online conference event page
Recognition on general session walk-in slides
The exhibit area will be host to a reception on Wednesday evening, Thursday lunch, breakfast each morning and extended breaks on Thursday and Friday.
Sponsorship Opportunities - Raise your level of branding with this audience by securing a Sponsorship.
Benefits include:
Multiple conference registrations, which include full access to attendees at breaks and meals
Special recognition in the registration brochure, conference mobile app (with push notifications), onsite signs, and general session walk-in slides
Acknowledgement from the podium
Your company's marketing collateral prominently displayed for attendees
Specialty conference merchandise that will deliver your company name to all attendees
