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2020 Distribution Conference for Financial Services

Power of the Past — Force of the Future

2/25/2020 - 2/27/2020
Tampa Marriott Water Street, Tampa, FL USA
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Overview

Who Attends

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada.

Highlights

“The greatest danger in times of turbulence is not the turbulence — it is to act with yesterday’s logic.” — Peter Drucker

Customer expectations are shifting to an omni-channel world, challenging insurers to provide channel options and choice across the entire value chain. In addition, new channel options are rapidly emerging, such as marketplaces, embedded insurance in other businesses, comparison sites and direct distribution.

It has generally been estimated that distribution consolidation in the U.S. will continue, as the number of agencies decline. In this changing and competitive marketplace, implementing sales enablement processes and executing on client engagement strategies will be critical for growth.

Building on the best from the past and advancing towards the future, we contend with the changes to our systems, practices and processes. We must strike a balance and manage the transition as we consider the issues of talent, technology, rewards and compensation, regulatory compliance, and the changing consumer.

So what path are you taking as a company? Are you a leader, a fast follower or laggard? What bets are you making? Are you modernizing, optimizing or creating the future? Are you clearly focused on the future or overstretched and preoccupied with today?

This year’s conference will address how you can manage the transition in our industry by drawing on the power of the past yet propelled by the force of the future. Don’t miss this premier event for distribution professionals.

Registration

Early Registration Rates (by January 30, 2020): 
LIMRA Member: $1,320
LOMA (but not LIMRA) Member: $1,980
Nonmember: $2,640

Standard Rates (after January 30, 2020):
LIMRA Member: $1,620
LOMA (but not LIMRA) Member: $2,430
Nonmember $3,240

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.

REGISTER

Hotel/Venue

Tampa Marriott Water Street

505 Water Street
Tampa, FL, 33602

Hotel Reservations

Reservation Phone: 888.789.3090 (mention LIMRA Distribution Conference)

Make your reservations by January 30 to receive the group rate of $269 single/double (plus applicable sales taxes). Requests after January 30 will be accepted based on space availability. Please note that hotel rates will go up after January 30, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Extend your stay: The group guest room rate will be offered three days prior to 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.

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

Mike Walsh
Chief Executive Officer, Tomorrow
  • Wednesday, February 26, 2020

    9:00 am - 10:00 am: GENERAL SESSION

Mike Walsh

Chief Executive Officer, Tomorrow

Mike Walsh is the CEO of Tomorrow, a global consultancy on designing business for the 21st century. He advises leaders on how to thrive in this era of disruptive technological change. Mike’s clients include many of the global Fortune 500, and as a sought-after keynote speaker he regularly shares the stage with world leaders and business icons alike. Mike previously founded Jupiter Research in Australia, and has also held senior strategy roles at News Corporation in the Asia Pacific Region. He is currently a board member and strategic investor in the North Alliance, Scandinavia’s leading digital marketing group. Mike’s best-selling book Futuretainment, published by Phaidon was the winner of the design award by the Art Director’s Club in New York.
Sandy Eichel
Diversity and Inclusion Consultant and Wealth Management Advisor, Northwestern Mutual
  • Wednesday, February 26, 2020

    4:00 pm - 5:00 pm: GENERAL SESSION

Sandy Eichel

Diversity and Inclusion Consultant and Wealth Management Advisor, Northwestern Mutual

Sandy Eichel is a professional speaker, diversity and inclusion consultant and Wealth Management Advisor. She frequently speaks at corporate functions, professional conferences and diversity summits across North America where she shares her story of how she found her authentic self and how it profoundly improved her life on both a personal and professional level. Sandy’s inspirational story empowers her listeners to break free from mental and cultural obstacles so that they can reap the many rewards of living authentically and helps organizations to create more inclusive environments. Several magazines and newspapers, including a November 2017 edition of the Wall Street Journal and Forbes in April of 2019, have published feature articles about Sandy and her work. Sandy devotes additional time to raising money for various charities, which lead her to create a nonprofit initiative to benefit underprivileged elementary students in her hometown of Madison, WI.

Cam Marston
Author, Columnist, Blogger and Lecturer, Generational Insights
  • Thursday, February 27, 2020

    10:30 am - 11:30 am: GENERAL SESSION

Cam Marston

Author, Columnist, Blogger and Lecturer, Generational Insights

Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years. Marston’s books, articles, columns, and blog describe and analyze the major generations of our time, he explains how their generational workplace and marketplace preferences affect every aspect of business, including recruiting and retention, management and motivation, and sales and marketing. 

David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • Wednesday, February 26, 2020

    8:30 am - 9:00 am: GENERAL SESSION

David Levenson

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

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 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.

Panel: Executive Perspective: Force of the Future

Munjal Shah
Co-Founder and CEO, Health IQ
  • Thursday, February 27, 2020

    9:30 am - 10:30 am: GENERAL SESSION

Munjal Shah

Co-Founder and CEO, Health IQ

Health IQ uses science and big data to provide special rate insurance for health conscious people such as marathoners, triathletes, vegans, cyclists, and more. Prior to Health IQ, Munjal was co-founder & CEO of Like.com (computer vision/machine learning company sold to Google) & co-founder & CEO of Andale (eventually sold to Alibaba). He is an advisor/investor in: Rocketfuel (NASDAQ: Fuel), Meebo (sold to Google), Swell (Sold to Apple), Blindsight (Sold to Amazon), Lift Labs (Sold to Google), Kabam, TaskRabbit, Pubmatic, InterAxon, Counsyl, Canvas Medical, PatientPing, and more. Munjal has a Masters in CS from Stanford and a Bachelors in CS from UCSD.
Westley V. Thompson
President and CEO, M Financial Group
  • Thursday, February 27, 2020

    9:30 am - 10:30 am: GENERAL SESSION

Westley V. Thompson

President and CEO, M Financial Group

Westley Thompson has served as President and Chief Executive Officer of M Financial Group since September 2017. In this role, he oversees all strategic and operational aspects of M, including the development of resources and services designed to enhance Member Firm success and the overall growth of the enterprise. He is also a member of the M Financial Holdings Incorporated Board of Directors. Thompson served as President of Sun Life Financial U.S. from 2008 to 2014. Prior to joining Sun Life Financial, he held senior leadership roles at Lincoln Financial Group from 1998 to 2008, including President, Retirement Solutions, President and CEO, Lincoln Financial Distributors. Before joining M Financial, Thompson was the Chief Executive Officer of Emerge, an InsurTech company he founded in 2015. Emerge is an online technology platform focused on helping consumers close gaps in health insurance coverage. He serves on the Board of Trustees of The American College of Financial Services and is a member of the Association for Advanced Life Underwriting (AALU).
Doyle Williams, CLU, CPCU, ChFC
Executive Vice President and CXO, COUNTRY Financial
  • Thursday, February 27, 2020

    9:30 am - 10:30 am: GENERAL SESSION

Doyle Williams, CLU, CPCU, ChFC

Executive Vice President and CXO, COUNTRY Financial

Doyle Williams is the executive consultant for the COUNTRY Financial® group, which includes COUNTRY Mutual Insurance Company,® COUNTRY Life Insurance Company,® and COUNTRY Trust Bank.® As an Executive Vice President with COUNTRY Financial, Williams held the roles of Chief Marketing Officer and Chief Experience Officer. He also served as Chief Executive Officer of COUNTRY Capital Management, the company’s broker/dealer subsidiary. Williams has served on the board of directors of organizations ranging from technology start-ups in data analytics to healthcare and educational institutions and several financial services industry associations. He is currently a LIMRA, LOMA, LL Global board member. He is also a member of the Marketing Advisory Board at Illinois State University, the Distribution Committee for the American Council of Life Insurers, and The American College Board of Trustees. Williams earned his M.B.A. from the University of Illinois and a B.S. in business administration, from Illinois State University. He holds the Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Property Casualty Underwriter designations. He is also a registered securities principal holding Series 7, 63, 65, and 26 licenses.
James W. Kerley, LLIF
Managing Partner, Clearview Partners
  • Thursday, February 27, 2020

    9:30 am - 10:30 am: GENERAL SESSION

James W. Kerley, LLIF

Managing Partner, Clearview Partners

Sponsor

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com