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2019 Distribution Conference for Financial Services

Shifting Sands: Find Your Footing

2/27/2019 - 3/1/2019
Marriott Harbor Beach Resort & Spa, Ft. Lauderdale, FL USA


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.


“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” — Buckminster Fuller

The competitive landscape in the financial services industry is changing about as fast as you can say, “competitive landscape”. Leaders need to be able to adapt, face the unknown and act with certainty in uncertain situations. Whether it’s the battlefield or the boardroom, leaders must make decisions quickly to stay relevant and avoid becoming obsolete.

Understanding distribution systems in flux, the strategies to shift these systems, and how those strategies compare to the market can be difficult. There are a lot of moving parts. It can be challenging to understand how your strategy stacks up against others. Are you a leader or a follower?

The one thing that doubt, indecision, risk aversion, or any myriad momentum stoppers have in common is that they all serve as cruxes of choice. They are either a reason to revert back to what one knows and reclaim assurance, or a cause to test oneself, grow, and become better.

This year’s conference will address how you can embrace change in the industry and find your footing in the shifting sands. Don’t miss this premier event for distribution professionals.


David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA and LOMA

David Levenson, DBA, FSA, CFA

President and Chief Executive Officer, LIMRA and LOMA

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. 

Dan Heath
Co-Author of Four New York Times Bestselling Books, Including Switch
  • Thursday, February 28, 2019

    9:00 a.m. - 10:00 a.m.: GENERAL SESSION

Dan Heath

Co-Author of Four New York Times Bestselling Books, Including Switch

Dan Heath co-wrote four of the most-loved business books of the past decade: Made to Stick, Switch, and Decisive, and their latest book, The Power of Moments, which explores why certain brief experiences can jolt, elevate and change us — and how we can learn to create these extraordinary moments in our life and work. All four were New York Times best-sellers. Together the Heath brothers' books have sold over two million copies worldwide and been translated into 33 languages. Dan is a senior fellow at Duke University’s CASE center, which supports entrepreneurs who fight for social good. He is also an entrepreneur himself, having founded Thinkwell, an innovative education company that will celebrate its 20th anniversary in 2017. A former case writer for Harvard Business School, Dan was named in 2013 to the Thinkers 50, a ranking of the world’s 50 most influential management thinkers, and also to Fast Company magazine’s list of the Most Creative People in Business. He has delivered keynotes or workshops for teachers, police chiefs, U.S. senators, interior designers, Navy admirals, health care leaders, marketers, ministers, and countless executive teams, across 26 countries on 6 continents. (He’s still waiting for that invitation from Antarctica.) Dan has a Master of Business Administration degree from the Harvard Business School, and a Bachelor of Arts degree from the Plan II Honors Program at the University of Texas at Austin. He lives in Durham, North Carolina.
Molly Fletcher
CEO, Business Author and Former Sports Agent
  • Thursday, February 28, 2019

    3:45 p.m. - 4:45 p.m.: GENERAL SESSION

Molly Fletcher

CEO, Business Author and Former Sports Agent

Molly Fletcher is a trailblazer in every sense of the word — a rare talent of business wisdom, relationship brilliance and unwavering optimism. A popular keynote speaker, she shares the unconventional techniques that helped her thrive as one of the first female sports agents in the high stakes, big ego world of professional sports and now a successful entrepreneur. Formerly, as president of client representation for sports and entertainment agency CSE, Molly spent two decades as one of the world’s only female sports agents. She was hailed as the “female Jerry Maguire” by CNN as she recruited and represented hundreds of sport’s biggest names, including Hall of Fame pitcher John Smoltz, PGA TOUR golfer Matt Kuchar, broadcaster Erin Andrews, and basketball championship coaches Tom Izzo and Doc Rivers. Molly has been featured in ESPN, Fast Company, Forbes and Sports Illustrated. A sought after motivational speaker, she delivers game changing messages to top companies, trade associations, and teams worldwide. Molly is the author of four books: Fearless At Work; A Winner’s Guide to Negotiating; The Business of Being the Best; and The 5 Best Tools to Find Your Dream Career. Molly currently serves as a National Trustee member for the Boys & Girls Clubs of America and on the board of directors for the Intercollegiate Tennis Association (ITA) and the national advisory board for the Positive Coaching Alliance (PCA).
Craig Bedell, ARM
Global Insurance Industry Executive
IBM Global Insurance Industry leadership Team, IBM Industry Academy Member
  • Friday, March 1, 2019

    9:30 a.m. - 10:30 a.m.: GENERAL SESSION

Craig Bedell, ARM

Global Insurance Industry Executive
IBM Global Insurance Industry leadership Team, IBM Industry Academy Member

Craig Bedell is Global Insurance Industry Executive within IBM’s Insurance Industry Executive Leadership Team where he is responsible for IBM’s global strategy in Business Solutions. Craig’s experience includes over 30 years as an underwriter, branch manager, broker and home office executive. He has an additional 15 years in the technology industry leading worldwide insurance solutions for business analytics including artificial intelligence, analytics, business redesign, decision optimization and innovation. He is passionate about the practical application of technology in addressing insurance business opportunities. Craig is a published author, writer, public speaker and member of IBM’s Industry Academy. 
Patrick T. Leary, M.B.A., LLIF
Corporate Vice President and Director, Workplace Benefits Research, LIMRA and LOMA

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

Corporate Vice President and Director, Workplace Benefits Research, LIMRA and LOMA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA and LOMA. 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 and LOMA’s distribution research program and, prior to that, was a member of LIMRA and LOMA’s group insurance research team.

Pat joined LIMRA and LOMA 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 and LOMA Leadership Institute Fellow (LLIF) designation in 2012.



Early Registration Rates (before January 30, 2019): 
LIMRA Member: $1,285
LOMA (but not LIMRA) Member: $1,925
Nonmember: $2,570

Standard Rates (after January 30, 2019):
LIMRA Member: $1,485
LOMA (but not LIMRA) Member: $2,225
Nonmember $2,970

LIMRA requires prepayment of registration fees prior to all conferences and meeting. 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.

Hotel / Venue

Fort Lauderdale Marriott Harbor Beach Resort & Spa

3030 Holiday Drive
Fort Lauderdale, FL, United States, 33316

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: 1-800-222-6543 (mention the LIMRA Distribution Conference)
Make your reservations by January 30, 2019 in order to receive the group rate of $314.00 single/double (plus applicable sales taxes). Requests after January 30, 2019 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 or call 1-860-298-3829

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Elite Strategic Partner

Premier Sponsor

Strategic Sponsors


Contact us to learn more:

Suzanne Melanson

Conference Coordinator


(860) 285-7879

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