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
For over 50 years, we have built insurance technology solutions so our customers can focus on what matters most to them — people. Vertafore’s solutions for agency management, client engagement, ratings, regulation, compliance, and connectivity empower simpler, smarter insurance distribution for every stakeholder. Agencies, carriers, MGAs, and state governments alike rely on Vertafore to streamline their workflows, improve efficiency, and drive productivity. Through a fierce devotion to customer success, a continual focus on excellence, and a commitment to delivering modern, innovative InsurTech solutions, Vertafore is delivering results that make a difference for the entire distribution channel. For more information, visit https://www.vertafore.com.