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2019 Life Insurance Conference

What's Next? Setting the Agenda for Life

4/1/2019 - 4/3/2019
Baltimore Marriott Waterfront, Baltimore, MD

Overview

Who Attends

Professionals involved in the development, operations, marketing, distribution, technology or administration of life insurance products. XXX

Highlights

Insurance company leaders have a lot on their plates. They are concerned with over-regulation, the speed of technological change, changing customer behavior and competition from new market entrants. Essentially, the entire insurance business model is being disrupted. How do you stay ahead of the curve?

There are many variables that are not within the industry’s control. But how effectively insurers anticipate, prepare, and adapt to their shifting circumstances, both strategically and operationally, is well within their control, and can help differentiate them in the market.

The companies that develop a meaningful competitive advantage will design and implement digital platforms that can handle disruption. They will build scalable systems, deliver an end-to-end customer experience, and change their business models which will help them improve how they go to market.

Attend the 2019 Life Insurance Conference to network with your peers and leading industry experts as we look at the key trends that will shape our future and set the agenda for Life.

This premier conference offers more than 30 workshops on topics including product innovation, distribution, markets, technology, administration and regulation. This is your opportunity to join the crucial dialogue.

Speakers

Brandon Carter, CLU, ChFC, CFP
Chairman and President, USAA Life Insurance Company
  • Wednesday, April 3, 2019

    8:15 a.m. - 9:00 a.m.: GENERAL SESSION

Brandon Carter, CLU, ChFC, CFP

Chairman and President, USAA Life Insurance Company

As Chairman and President, Brandon oversees the USAA Life Insurance Company and multiple subsidiaries. He has responsibility for the strategy and operations for product management and distribution, actuary, underwriting, servicing, and claims across the life, health and annuity portfolio and is leading the digital transformation of the business while preserving USAA’s legendary service.

Brandon is a member of USAA’s Executive Council, which oversees the strategy and day-to-day operations of USAA’s companies and staff agencies. The USAA family of companies provides insurance, banking and investment and retirement solutions to more than 13 million current and former members of the U.S. military and their families.

Prior to his current role, Brandon served as General Manager of USAA’s Phoenix Campus, with site management of the expanding facility and its more than 3,000 employees, external community relations, and support for USAA's military affairs and government relations for the State of Arizona. His additional responsibilities were serving as Vice President of Experience Management, leading the transformational journey to a relationship sales culture, marketing campaigns and design capabilities that deliver world-class member experiences.

Brandon joined USAA in 1997, and over his 26-year USAA career has excelled in multiple executive leadership positions focused on sales, marketing, service, operational efficiency, and transformation. He graduated from Texas A&M University with a Bachelor of Business Administration in Management. He currently holds the Chartered Life Underwriter, Chartered Financial Consultant designations and is a Certified Financial Planner.

Brandon sits on the Board of Trustees for The American College of Financial Services, and is past Chair of LL Global, the parent company of LIMRA and LOMA and a past member of the Board of Directors for the American Council of Life Insurers (ACLI). He is also an active board member for Tragedy Assistance Program for Survivors (TAPS), a non-profit organization providing comfort, care and resources to families grieving the death of a military loved one.​

Al Chiaradonna
Senior Vice President, SEI Investments
  • Tuesday, April 2, 2019

    4:00 p.m. - 5:00 p.m.: GENERAL SESSION

Al Chiaradonna

Senior Vice President, SEI Investments

Al Chiaradonna is on the executive management team for financial services firm, SEI Investments. A true leadership expert, he has run businesses ranging from start-ups to billion-dollar enterprises, and has worked on strategy for numerous Fortune 500 companies. Chiaradonna is passionately committed to evolving the workplace of tomorrow and fully embraces concepts like work-life integration and the growing need for employee value propositions. For over 18 years, he has taught other executives as an adjunct professor at Villanova University for the Executive MBA Program. An active member of his community, Chiaradonna serves on several boards and is co-founder of the nonprofit organization, Project Gumball.
Jennifer Golbeck, Ph.D.
Director of the Social Intelligence Lab, University of Maryland
  • Tuesday, April 2, 2019

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Jennifer Golbeck, Ph.D.

Director of the Social Intelligence Lab, University of Maryland

Dr. Jennifer Golbeck is a computer scientist, Director of the Social Intelligence Lab, and a professor in the College of Information Studies at the University of Maryland, College Park. Her research focuses on analyzing and computing with social media and creating human-friendly security and privacy systems.  Dr. Golbeck began studying social media from the moment it emerged on the web a decade ago and is one of the world’s foremost experts in the field, discovering people’s hidden attributes from their online behavior.  Her research has influenced industry, government, and the military.  Dr. Golbeck writes for Slate and The Atlantic and frequently appears on NPR, including as a regular guest host for The Kojo Nnamdi Show. Her TED talk was named one of the most powerful talks of 2014.

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. 

Susan K. Neely
President and Chief Executive Officer, American Council of Life Insurers
  • Tuesday, April 2, 2019

    8:00 a.m. - 8:25 a.m.: GENERAL SESSION

Susan K. Neely

President and Chief Executive Officer, American Council of Life Insurers

Susan Neely leads the American Council of Life Insurers (ACLI), the nation's foremost trade association dedicated to providing products and services that contribute to Americans' financial and retirement security. She drives public policy and advocacy on behalf of ACLI’s member companies that represent 95 percent of industry assets and serve 90 million families. Neely has long been recognized as a leading voice in public policy and advocacy in Washington, D.C. She served as special assistant to President George W. Bush and helped create the U.S. Department of Homeland Security (DHS), and later became the first DHS Assistant Secretary for Public Affairs. Neely has been named Trade Association CEO of the year by two different national organizations.
Dave Rengachary, M.D.
Senior Vice President and Head of Underwriting, U.S. Mortality Markets, RGA Reinsurance Company
  • Tuesday, April 2, 2019

    8:25 a.m. - 9:15 a.m.: GENERAL SESSION

Dave Rengachary, M.D.

Senior Vice President and Head of Underwriting, U.S. Mortality Markets, RGA Reinsurance Company

Dr. Dave Rengachary is Senior Vice President and Head of Underwriting for U.S. Mortality Markets at RGA Reinsurance Company, where he has served instrumental roles in setting the risk philosophy for the department, oversight of US Manual development, leadership roles across numerous USMM underwriting initiatives and regulatory engagements.  He previously served as Chief Medical Director for RGA. Prior to joining RGA in 2013, he was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center. In 2021 Dr. Rengachary accepted a position as chair of ACLI’s Risk Classification Committee.  Prior industry roles include President of the Midwestern Medical Directors Association; Deputy Director of the Longer Life Foundation; Medical Consultant for the Academy of Life Underwriting; and member of the Educational Committee of the American Academy of Insurance Medicine.

Kirsten Schowalter
Author and Founder, Aging Courageously
  • Wednesday, April 3, 2019

    8:00 a.m. - 8:15 a.m.: GENERAL SESSION

Kirsten Schowalter

Author and Founder, Aging Courageously

Kirsten Schowalter is the author of the memoir, In My Own Skin, and the founder of Aging Courageously, an online community and business which inspires and strengthens you to make your dreams real at EVERY age. Her work often focuses on times of change, and how to restore your sense of self within your life and community. Schowalter draws expertise from writing and publishing personal stories, and her training in mindful movement and dance, Spanish, and demography/population studies. Her work has been featured in newspapers and magazines nationwide.

Agenda

Registration

Registration Fees

Early Registration Rates (Register by March 9, 2019)
LIMRA, LOMA, SOA and ACLI Members: $1,285
Non-members: $1,925

Standard Rates (Register after March 9, 2019)
LIMRA, LOMA, SOA and ACLI Members: $1,485
Non-members: $2,125

Refund Policy

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org

Group Discount

If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.

Hotel / Venue

Baltimore Marriott Waterfront

700 Aliceanna Street
Baltimore, MD, United States, 21202

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.

Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202

The Baltimore Marriott Waterfront Hotel is now sold out.

We have arranged with A Room With A View for overflow hotel options. They can secure the lowest available rates at the best available hotels within walking distance to The Baltimore Marriott Waterfront for you. 

For a list of designated hotel options, please contact A Room With A View at : 

reservations@aroomwithaview.net   or 1-800-780-4343  

 PHONE : Monday to Friday 9 a.m. – 5 p.m. Central Time  

 E-MAIL :  24 hours a day  / 7 days a week 

This is a FREE SERVICE for all our attendees  

Become a Sponsor or Exhibitor

Exhibiting & Sponsorship Opportunities


Thank you for your interest in an exhibit booth at the Life Insurance Conference. Please contact Kim Hull at 860-285-7752 or khull@limra.com to discuss your opportunities. 

This conference is your opportunity to meet and network with insurance professionals involved in the development, operations, marketing, distribution, administration and technology processes of life insurance products. 

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

To create your Sponsorship packagecontact Kim Hull at 860-285-7752; khull@limra.com

 
SINGLE EXHIBIT BOOTH:
Register by March 6, 2019
Single: $4,900

Register after March 6, 2019
Single: $5,200 

Includes:

DOUBLE EXHIBIT BOOTH:
Register by March 6, 2019
Double: $9,800

Register after March 6, 2019
Double: $10,400  

Includes:

  • 20’ x 10’ exhibit space – including electrical outlet
  • Four full-conference registrations
  • Two additional attendees at member rate of $1,285 each, by March 6, 2019 or $1,485 after that date
  • One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
  • Listing in the Conference Brochure (payment must be received by November 30, 2018 to be included)
  • Listing on the conference organizers websites
  • Listing in the On-site Program; payment MUST be received by March 6, 2019 
Organizations exhibiting at The Life Insurance Conference may also exhibit at The Retirement Industry Conference, immediately following April 3-5 at the same hotel and receive a discount of $500 off each event. If you are Exhibiting at both, please use this PROMO CODE (BOTH19) when registering for both events.
 
 REGISTER NOW AS AN EXHIBITOR 

Sponsors and Exhibitors

Silver Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com

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