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2021 Group & Worksite Benefits Summit

9/14/2021 EDT - 10/15/2021 EDT
On-Demand

Overview

Who Attends

Executives and professionals responsible for the development, marketing, and distribution of group and worksite/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision, and Healthcare plans.  The conference features special sessions for senior executives to meet in a collaborative environment.

Highlights

Gain fresh ideas and insights to successfully address short-and long-term changes in the U.S.

Registration

The conference program is available on-demand through Friday, October 15. 

This is a LIMRA member benefit event. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Please contact customer.service@limra.com if you have questions on registration.

Cancellation Policy

In the event that a scheduled meeting or event is canceled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

All cancellations must be received in writing. Email customer.service@limra.com. 

Agenda

Speakers

Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Workplace Benefits Research, LIMRA

  • Tuesday, September 14, 2021

    1:30 pm - 2:15 pm: Harnessing Growth in Workplace Benefits

Patrick T. Leary, M.B.A., LLIF

Corporate Vice President, Workplace Benefits Research, LIMRA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.

Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.

Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.

Chris Morbelli
Managing Director, Insurance Consulting, Ernst & Young LLP

  • Tuesday, September 14, 2021

    1:30 pm - 2:15 pm: Harnessing Growth in Workplace Benefits

Chris Morbelli

Managing Director, Insurance Consulting, Ernst & Young LLP

Chris Morbelli is a Managing Director for EY’s US Insurance Consulting practice leading up the Life & Group transformation offering. He previously spent 20 years in the industry, most recently serving as the Vice President of Strategy and Operations  Transformation for a global insurance company driving group, benefits, life, and annuity transformations across multiple countries. He has extensive experience in both designing and leading large-scale Customer Experience and Operating Model transformation initiatives.  Chris lives in the United States and has an MBA from the Rutgers Business School in finance.

Sean F. O’Donnell, LLIF
Senior Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.

  • Tuesday, September 14, 2021

    1:00 pm - 1:30 pm: Welcome and Opening Remarks
  • 3:10 pm - 3:20 pm: Closing Remarks

Sean F. O’Donnell, LLIF

Senior Vice President, Member Relations & Sales, LIMRA, LOMA & LL Global, Inc.

O’Donnell is responsible for developing and implementing LIMRA’s member-engagement strategy in the U.S. and Canada. He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through the LIMRA division of LL Global. In addition, he is responsible for leading LIMRA’s consulting business, working to help companies apply LIMRA’s research and industry expertise to develop strategies for growth. Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Over the course of his career at LIMRA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.
Scott Plummer
Vice President, Product Management, Vitech Systems Group

  • Tuesday, September 14, 2021

    2:25 pm - 3:10 pm: The Ingredients for Powerful Digital Engagement

Scott Plummer

Vice President, Product Management, Vitech Systems Group

Plummer is accountable for driving solutions from ideation through development, as well as digital transformation strategy and execution. In addition to roles at Marsh & McLennan and Origami Risk, Plummer served 14-plus years at Guidewire, the leading provider of P&C insurance software solutions, spearheading product efforts for the company’s claims management and digital policy lifecycle products.

Become a Sponsor or Exhibitor

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Contact us to learn more:

Susan Mancarella

Senior Event Planner

LIMRA

860-372-0593

smancarella@limra.com