Skip to content

2019 LIMRA Annual Conference

Champion the Promise — Realize the Potential

10/27/2019 - 10/29/2019
Sheraton Boston Hotel, Boston, MA
REGISTER Venue Details

Overview

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 seeking to champion the promise and realize the potential.

Highlights

We believe without question that the financial services industry serves a noble purpose. Industry professionals often tell emotional stories of helping an older couple retire, or providing financial security for a family following the death of a loved one. We witness the positive impact that our products have on people, and we see the negative impact on those we are unable to reach.

At the core of our relationship with the customer is our commitment to deliver on our promise. The essence of that promise is based on a pledge to act in their best interests and to be there for them when adversity strikes. Who else offers such promises? Even among industries that imply their promises are true, none have the same strength or significance of our industry’s promise.

In today’s fast-moving environment, it’s incumbent on our industry to adapt and evolve so we not only keep the promise, but also realize the potential. This requires the foresight to understand how the financial services industry will unfold. In five years, it is likely that our business models and players will change dramatically. The accelerating pace of digital and technological change is a creative force offering great potential and opening exciting new frontiers. How can you capitalize on new opportunities and ensure that your business is ready to embrace the future?

LIMRA’s 2019 Annual Conference will address this question and more, focusing on the strategies that will help us champion our promise to consumers and explore the potential for growth. 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 and marketing, regulatory issues, data and technology and other strategic issues.

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

Registration

Early Registration Fees:
Member: $1,385
LOMA Member (but not LIMRA): $2,075
Non-member: $2,770 

Standard Registration Fees (After September 20, 2019):
Member: $1,585
LOMA Member (but not LIMRA): $2,375
Non-member $3,170

Group Discount:
Email customer.service@limra.com to inquire about the group discount of $150 per person for 5 or more registrants from the same company.

LIMRA requires prepayment of registration fees prior to all conferences and meetings. Payments made to LIMRA must be in U.S. dollars drawn on a bank in the United States.

REGISTER

Hotel/Venue

Sheraton Boston Hotel

39 Dalton Street
Boston, MA, 02199

NOTICE
The Sheraton Hotel room block is sold out. Please make your reservations at our overflow property: 

The Westin Copley Place
10 Huntington Avenue
Boston, MA 02116
Westin Copley 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.

Agenda

Speakers

David Cameron
Prime Minister of the United Kingdom, 2010 – 2016
  • Tuesday, October 29, 2019

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

David Cameron

Prime Minister of the United Kingdom, 2010 – 2016

One of the most prominent global influencers of the early 21st Century, David Cameron served as Prime Minister of the United Kingdom of Great Britain and Northern Ireland from 2010 to 2016 — a time of profound domestic and global upheaval. The UK's youngest Prime Minister in more than 200 years, Mr. Cameron championed a forward-looking and compassionate agenda. Under his leadership, Britain became the fastest-growing major advanced economy in the world, creating the foundation for tax cuts, creating a National Living Wage, and protecting the National Health Service, among other achievements. He also courageously offered constitutional referenda on Scotland’s independence and the future of the UK as an EU member. On the global stage, his foreign policy addressed new challenges in Eastern Europe and the Middle East, while ensuring Britain played a full role in the global fight against ISIS. As chair of the 2013 G8 Summit, he highlighted the global need for fair taxes, increased transparency, and open trade. Today, Mr. Cameron chairs the Oxford University-LSE Commission on State Fragility, Growth and Development, supporting effective growth policies in the world’s most embattled regions. He also sits on the Global Board of Advisors at the Council on Foreign Relations.

His principled, visionary leadership and ability to manage complex challenges offers an example to our industry and to the promise we make to our customers.

Guy Kawasaki
Chief Evangelist, Canva
Former Chief Evangelist, Apple
  • Monday, October 28, 2019

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

Guy Kawasaki

Chief Evangelist, Canva
Former Chief Evangelist, Apple

Guy Kawasaki is the chief evangelist of Canva, an online graphic design tool. He is a brand ambassador for Mercedes-Benz, and an executive fellow of the Haas School of Business (UC Berkeley). He was the chief evangelist of Apple and a trustee of the Wikimedia Foundation. He is also the author of Wise Guy, The Art of the Start 2.0, The Art of Social Media, Enchantment, and eleven other books. Kawasaki has a BA from Stanford University and an MBA from UCLA, as well as an honorary doctorate from Babson College.
Sallie Krawcheck
Co-Founder and Chief Executive Officer, Ellevest
  • Monday, October 28, 2019

    2:30 pm - 3:35 pm: GENERAL SESSION

Sallie Krawcheck

Co-Founder and Chief Executive Officer, Ellevest

Sallie Krawcheck is the CEO and co-founder of Ellevest, a digital-first, mission-driven investment platform for women. One of the few executives to find success in large complex companies and as a startup CEO, Krawcheck is widely recognized as one of the most influential women in business. She has been recognized by Inc. as a “Top Female Founder,” and called “The Last Honest Analyst,” by Fortune magazine. Krawcheck is the best-selling author of Own It: The Power of Women at Work.
Admiral William H. McRaven
U.S. Navy Four Star Admiral (Ret.), Former Chancellor of the University of Texas System
  • Tuesday, October 29, 2019

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

Admiral William H. McRaven

U.S. Navy Four Star Admiral (Ret.), Former Chancellor of the University of Texas System

Admiral William McRaven is a retired U.S. Navy Four-Star admiral, and the former Chancellor of the University of Texas System. During his time in the military, he commanded special operations forces at every level, eventually taking charge of the U.S. Special Operations Command. As the chief executive officer of the UT System, McRaven oversaw 14 institutions that educated 220,000 students. He is a recognized national authority on U.S. foreign policy, and has advised Presidents George W. Bush, Barack Obama, and other U.S. leaders on defense issues. He currently serves on the Council on Foreign Relations, the National Football Foundation, and the Board of Directors of CocanoPhilips.
Alex Sheen
Founder, Because I said I would
  • Monday, October 28, 2019

    3:35 pm - 4:40 pm: GENERAL SESSION

Alex Sheen

Founder, Because I said I would

Alex Sheen is a four-time TEDx speaker and the Founder of Because I said I would, an international social movement and nonprofit dedicated to the betterment of humanity through promises made and kept. Sparked by a tragedy in his life, Sheen created a concept called the Promise Card and began mailing cards to anyone who requested them at no cost. In 2013, he left his corporate strategy lead position at a leading software company to dedicate himself entirely to the nonprofit. Sheen’s unique perspective on accountability, commitment, and self-control developed both from his responsibilities in leading a global effort about keeping promises, and his own personal experience fulfilling his own promises.
David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • Monday, October 28, 2019

    8:20 am - 8:55 am: GENERAL SESSION

David Levenson

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he 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.

Executive Panel

Roger Crandall
Chairman, President, and Chief Executive Officer, MassMutual
  • Tuesday, October 29, 2019

    9:55 am - 11:00 am: GENERAL SESSION

Roger Crandall

Chairman, President, and Chief Executive Officer, MassMutual

During Roger Crandall’s tenure as CEO, MassMutual has grown to serve more than five million customers, providing holistic financial solutions through a broad range of businesses, including its domestic insurance and retirement business, global asset management subsidiaries, and MassMutual International. Crandall joined the company in 1988 and spent his early career in Investment Management. Gradually assuming broader responsibilities, he was named President and joined the Board of Directors in 2008, and was named CEO in 2010. In addition to his role at MassMutual, Crandall takes an active leadership role in the industry, civic, academic and economic organizations, serving on the Federal Bank of Boston Board, and the Smithsonian National Board.
Penny Pennington
Managing Partner, Edward Jones
  • Tuesday, October 29, 2019

    9:55 am - 11:00 am: GENERAL SESSION

Penny Pennington

Managing Partner, Edward Jones

As sixth managing partner in Edward Jones 97-year history, Penny Pennington is responsible for the firm's strategic direction, working together with more than 45,000 associates across North America to help clients financially achieve their most important goals. She began her Edward Jones career in 2000, and was named a principal in 2006. Pennington held leadership roles in New Financial Advisor Training, Branch Office Administrator Development, and Branch and Region Development before leading the Client Strategies Group in 2015. She is a senior executive sponsor of the firm’s LGBT+ & Allies Business Resource Group, and actively champions Edward Jones’ national presenting sponsorship with the Alzheimer’s Association.
Michael Roberge, CFA
Chief Executive Officer, MFS Investment Management
  • Tuesday, October 29, 2019

    9:55 am - 11:00 am: GENERAL SESSION

Michael Roberge, CFA

Chief Executive Officer, MFS Investment Management

Michael Roberge sets the strategic priorities for MFS, leading a team responsible for the investment, distribution, finance, human resources, legal and technology functions at the firm. He is a member of the firm's management committee and the MFS Board of Directors. Roberge became CEO in January 2017 and held the role of chief investment officer from 2010 through 2018. He also previously held the roles of president and co-CEO. In 2006, Roberge was appointed chief investment officer – US Investments and co-director of Global Research. Before that, he was senior vice president and associate director of Fixed Income Research and served as portfolio manager for several MFS fixed income funds. Roberge joined the firm in 1996 as a credit analyst in the municipal fixed income group.

Strategic Partners

Diamond Sponsors

Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com