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Gold Sponsor

NEOS is a recognized leader in helping global Insurance and Financial Services organizations drive transformative change. Specializing in Life, Annuities, Retirement, Employee Benefits, Property and Casualty, and Wealth Management, NEOS provides management consulting and delivery services that enable clients to solve strategy, distribution, operations, data, and technology challenges. For more information about NEOS, visit www.neosllc.com

Silver Sponsors

Milliman is an independent risk management, benefits and technology firm with offices in major cities around the globe. We serve the full spectrum of business, financial, government, union, education, and nonprofit organizations. We are independently owned and managed by our principals, who are distinguished by their technical and business acumen, and by their achievements in their respective fields. Our body of professionals includes actuaries, technologists, clinicians, economists, climate and data scientists, benefits and compensation experts, and many others. Visit us at: us.milliman.com/en/

At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji

Exhibitors

The American College of Financial Services is the nation’s largest accredited nonprofit dedicated to the financial services profession. With courses designed for today’s working professional, The College places a premium on quality education and works tirelessly to ensure that society has informed, ethical financial professionals it can trust. The College provides financial planning education and awards exclusive designations including RICP®, WMCP®, ChFC®, CLU®, CAP®, ChSNC®, as well as accredited master’s degrees in management and financial services. Additionally, The College is one of the nation’s top providers of CFP® certification education.

More than one in five financial advisors working in the U.S. today have received an education through The American College of Financial Services. The College’s degrees and designations are universally recognized as representing the highest standard in expertise and education. More than 200,000 professionals have learned and honed their craft with The American College of Financial Services. Learn more at www.TheAmericanCollege.edu

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences — all supported by our extensive partner network. Accenture’s industry-leading expertise in core system modernization and advanced customer experiences using AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

Competiscan tracks your competitors’ direct marketing activity.  We are a full-service, market intelligence research firm. Competiscan enables our clients to study communications activity by industry, company, and segmentation characteristic.  Media channels tracked include Direct Mail, Email, Mobile, Online Display, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what consumers, business owners, financial advisors, plan sonsors/participants, and insurance producers are viewing in the marketplace. www.competiscan.com

Infosys McCamish Systems: A leading developer of digital Insurance platform solutions and services in the insurance and financial services industry, Infosys McCamish delivers the right blend of business knowledge and technical expertise to ensure that your company achieves its growth initiatives and remains competitive. Our solutions improve your Agent and Customer satisfaction, while reducing risk and cost of operations. Our solutions are also poised to launch new products faster, optimize your expense & loss ratios and manage distribution channels rapidly & comprehensively. We offer flexible solutions through our Business Process Outsourcing, Software-as–a-Service, and License models. You can choose from one of these service models or operate with a combination of these models as your company’s needs evolve. Seven of the top ten US Insurers are among our 37 clients across five core businesses — Life Insurance and Annuity Services, Producer Management Services, Retirement Services, Employer Sponsored Services and Functional BPM Services. www.infosysmccamish.com

LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.com