Professionals across the full spectrum of the retirement industry including product, marketing, distribution and strategy for both retail and institutional markets. The conference draws leaders across the industry focused on growing and serving the annuity, investment and workplace savings businesses.
There is no denying that we live in uncertain times. Consider the upcoming presidential election, a regulatory environment in flux, and the rapidly changing pace of technology in our field.
Achieving full certainty is not possible, but such times offer us a great opportunity to lead the industry and take calculated risks to succeed – both as a business and as a service to our clients. This includes risk-taking and understanding the forces at work today that will shape the future – and the 2020 Retirement Industry Conference is here to dive into these topics.
This important conference covers the latest strategic, sales, product, operations, marketing, and distribution trends and regulatory issues that affect the retirement industry. Hosted by the Secure Retirement Institute and the Society of Actuaries, this event will focus on the forces shaping the future of the industry and how you can create success in times of uncertainty.
Early Registration Rates (By March 25, 2020):
LIMRA LOMA Secure Retirement Institute/SOA Member: $1,320
Standard Registration Rates (After March 25, 2020):
LIMRA LOMA Secure Retirement Institute/SOA Member: $1,620
Refund and Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $125.00 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 email@example.com
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 registrants 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.