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Sponsors

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent 80% of the top 25 financial services firms. Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to costeffectively comply with regulations and continuously mitigate risk. Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients. Visit us at: www.RegEd.com

Strategy & Resources, LLC is a full-service consulting firm offering deep expertise within the financial services industry. The organization is known for helping its clients create transformational change at a fast, but prudent pace, with limited risk, and maximum results. Strategy & Resources has partnered with Informa, the media company that produces Wealth Management magazine and the WealthManagement.com annual awards, to produce a new and exciting publication called the Executive Roundtable Journal (attendees will be receiving a copy of the latest edition in their room during the LIMRA Distribution conference). To learn more about the S&R leadership team, the firm's consulting philosophy and corresponding services, visit https://www.strategyresources.com/leadership-team

Sureify’s Lifetime platform transforms the way life insurance carriers deliver and enhance agent and customer experiences. LifetimeACQUIRE enables omnichannel sales, LifetimeSERVICE offers customers comprehensive self service portals and native applications while LifetimeENGAGE fosters lifelong relationships between carriers and policyholders. Our newest products — LifetimeAGENT and CoreCONNECT — work together to create an exceptional digital experience for agents, providing them with the information they need at lightning speed. Simply put, Lifetime provides the modern technology experience that consumers expect today, while meeting the needs of life insurers no matter where they are on their digital transformation journey. Visit us at: www.sureify.com

Vertafore is driving simpler, smarter insurance distribution for the independent insurance channel. Our solutions help carriers manage the entire producer lifecycle—quickly, accurately, and efficiently — from licensing, appointing, registrations, and renewals to onboarding, continuing education, and termination. And we simplify compliance by automating the interactions between insurance producers, advisers, distributors, carriers, and regulators. Vertafore solutions are purpose-built for insurance, giving carriers the right tools to cut processing times, reduce paperwork, speed time to revenue, improve their producer experience, and move their business forward. Visit us at: https://www.vertafore.com/

Exhibitors

Hoopis Performance Network provides advanced planning digital learning solutions designed to increase financial advisors’ confidence and productivity in advanced markets. HPN’s solutions save advanced planning departments valuable time and energy while expanding their span of control with field advisors in the most cost-effective, time efficient manner possible. HPN offers scalable, customizable solutions depending on your organization’s needs. Connect with us to learn why 75+ organizations with 70,000+ financial professionals leverage HPN for advisor development in advanced markets. Visit us at: https://hoopis.com/

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com.

Sapiens International Corporation empowers insurers to succeed in an evolving industry with robust technology solutions, designed to support the Life and Annuity insurance market. With more than 40 years of experience delivering to over 600+ organizations globally, Sapiens has a proven ability to satisfy customers’ core, data and digital requirements with robust digital insurance software platforms, solutions and services. Please visit us at www.sapiens.com to learn more.

Vymo is a Sales Engagement Platform for Financial Services trusted by over 250,000 salespeople across 65+ global enterprises such as Berkshire Hathaway, CAA Insurance, AIA, AXA, Sunlife, and BNP Paribas. The platform solves for frontline personnel, sales managers, and business leaders through mobility, 5insights, and industry playbooks. Visit us at: https://getvymo.com

Watering Can® Press creates award-winning children’s books for companies to enhance their brand image, generate PR, and drive sales by connecting with clients, partners, and communities in long-lasting and heart-felt ways. The family-friendly books appeal to adult consumers by supporting them and their loved-ones on topics like grieving, healthy choices, being green, special needs, financial literacy and more. Our books are shared in many ways (given to clients, prospects, and/or stakeholders at seminars or events or at touch-points; used in cause marketing, and more). Customized versions make lasting impressions with branded keepsakes that remain in homes for years. NEW book to serve military families is now available! New APP versions books are also available for licensing and social media efforts. Visit us at: www.wateringcanpress.com

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