This flagship event is one of the largest gatherings of senior executives representing all sectors of financial services. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives who are Shaping a More Purposeful Future.
There is no better time to reaffirm our industry’s purpose of protection and security than after the year we’ve just been through. Consumers have been buying insurance in increasing numbers since the spring of 2020, when the pandemic hit. It’s forced the idea of financial protection for loved ones and our own mortality to be top of mind for consumers in a way very few events have.
Business leaders now have a better sense of what can, and cannot, be done outside their companies’ traditional processes. Mobile and digital adoption — a change that has long been on the horizon — accelerated during the pandemic. These new virtual tools have created more dynamic interactions with our customers by introducing new levels of automation and policyholder personalization. In short, the pandemic has forced both the pace and scale of workplace innovation.
At the same time, expectations have also soared for corporations to play a leadership role throughout the global pandemic, economic instability, political issues, and ongoing racial injustices.
As an industry, how will we take lessons learned over the past 18 months to shape our future? How do we reconnect to the fundamental importance of our customers and the humanity of our business? Will this experience lead to a more purposeful future for our industry?
LIMRA’s 2021 Annual Conference will address these questions and more, focusing on the strategies that will help us emerge stronger with a clearer understanding of our purpose. Our program will feature forward-thinking executives from diverse industries. We will discuss key strategies in areas that will influence the future of our industry and the markets we serve, including: distribution and marketing, data and technology and other strategic issues within insurance, retirement, and worksite benefits.
*Pricing for on-demand content represents 20% off original registration and is available through November 30, 2021.
*On Demand Fees: Members: $556 Non-members: $836
Fees: Members: $695 Non-members: $1,045
In the event that a scheduled meeting or event is cancelled 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 firstname.lastname@example.org
VIKRAM KAMATH Senior Data Scientist and Director of Analytics LIMRA
The effective use of data and analytics is becoming increasingly vital for success in the financial services industry. But there are also inherent risks to deploying analytics solutions. In this session, we will share some of the best practices that life and retirement companies are following to grow and operate their analytics teams, and highlight some of the valuable applications they have developed. We will also discuss what analytics organizations are doing to meet their ethical obligations, maintain sound methodology, and minimize their risks.
MATT BAHL Vice President and Workplace Market Lead Financial Health Network
SARAH PARKER Senior Director and Insurance Market Lead Financial Health Network
ALISON SALKA, Moderator Senior Vice President and Director, LIMRA Member Benefits and Research LIMRA
Advisors and employers are ramping up their financial wellness offerings to improve the financial health and well-being of their clients and employees. Today’s environment provides a unique opportunity to help people take control of their finances with tools to reduce debt, save more and have more peace of mind. This session will focus on innovation in wellness programs and how they are evolving. What's driving innovation and what are the emerging trends? And what actually works? What have we learned from businesses that orient their products and services around a financial health objective? Join experts from the Financial Health Network, a national nonprofit whose mission is to improve financial health, in a discussion that will provide insight to improving outcomes for individuals, employees, and communities.
HELENA GOTTSCHLING Chief Human Resources Officer RBC
NEIL SHASTRI Associate Partner Aon
JEFF RIEDER Partner Aon
KATHRYN REID, Moderator Vice President, Talent Solutions LIMRA and LOMA
Talent makes all the difference in the survivability of any business. Facing a tight pandemic economy, we all have a responsibility to cultivate talent as a focus of our business approaches. Talent plays directly into the ways a company responds to challenges and emergencies such as the coronavirus pandemic, especially as we look to the future. This session brings to light new ways of thinking about talent in an environment that encompasses everything from full remote, to fully in an office, to a hybrid model to ensure our successes with talent for the future.
FREDERIC GLORIEUX Senior Director, Underwriting and New Business Industrial Alliance
JENNIFER MCGARRITY Vice President, Strategy and Enablement RBC Insurance
VERONIQUE DORVAL Senior Vice-President, Client Experience Office Sun Life
ALKA GAUTAM, Moderator Executive Vice President, President and CEO RGA
Emerging from the pandemic, the insurance sector is looking fundamentally different: much more agile, secure, connected and digitally-enabled. The key is to stay the course and sustain the pace of this transformation. COVID-19 has been the catalyst for innovation in insurance, unlocking greater levels of customer experience and personalization along with providing the industry with a digital wake-up call. This executive panel will discuss what we have learned as an industry and how we can be better prepared for the next pandemic.
CHRIS DICKINSON, Moderator Managing Principal Capco
The ways in which companies adapted when faced by COVID-19 directly affected the customer experience. As the pursuit of an optimized experience continues to be a strategic driver for carriers, there is great interest in understanding the long-term status of the changes applied. In this panel discussion, industry leaders will reflect on the efficacy of efforts to address the customer experience in the midst of the pandemic and discuss their perspectives on directions the CX journey is likely to take as we move to the future.
BINAYAK DUTTA Managing Director, Emerging Markets, and Group Chief Distribution Officer FWD Group
KARTIK SAKTHIVEL, Moderator Vice President and Chief Information Officer LIMRA, LOMA, LL Global
Over the last decade, digitalization has been touted as the much-needed change the insurance industry needs to jump the curve. Nearly overnight, the pandemic created intense pressure to accelerate that change for distribution channels, and especially pushed hard those executives who are still dealing with traditional processes. The lessons learned in facing these challenges lay the groundwork for a more innovative, digital future for the industry.
CHRISTOPHER MORBELLI Managing Director, Insurance Advisory/Financial Services EY
PATRICK LEARY Corporate Vice President, Workplace Benefits Research LIMRA
The war for talent continues to intensify. Increasingly, employers are using a robust and modern benefits package as a competitive differentiator. As such, the workplace benefits market represents a growing opportunity and an area of intense competition for carriers, where experience, products, services, and technology can provide competitive advantage. However, traditional sales and service models are under pressure. Increasing complexity, an evolving ecosystem, intense competition in the third-party landscape, changing employee needs, a complex regulatory environment and digital transformation all confront organizations looking to succeed in this market. Based on new research conducted by EY and LIMRA, this workshop will examine the rapidly changing dynamics of the workplace benefits landscape and explore how carriers must adapt to harness profitable growth in this market.
RUSS ANDERSON Head of Financial Crimes Services LIMRA
ROBERT WATERMAN Head of Fraud Operations and Business Services Mass Mutual Insurance Operations
Learn how the increase in familial and 3rd party imposter fraud coupled with the move to a more digital product and service offering has created an opportunity. Smart companies have not just implemented additional controls and procedures, instead they reimagined how they could better service the customer safely and securely. When done right companies can enhance the customer experience, offer increased servicing capabilities, reduce cost and prevent fraud.
BOB EHREN Senior Vice President Securian Financial KARTIK SAKTHIVEL Vice President & Chief Information Officer LIMRA, LOMA, LL Global
This session will present a pragmatic look at digital trends and technologies that are likely to prove as disruptors or enablers in the next three to five years. We will recap our journey through the COVID-19 pandemic, how the pandemic proved disruptive to the digital disruption that was already underway. The session will present a path forward on where our industry goes from here and what we need to do to prepare and ultimately win this digital age.
FRED REISH Partner Faegre Drinker Biddle and Reath LLP
PHYLLIS BORZI Former Assistant Secretary for Employee Benefits Secuity of the United States Department of Labor
SKIP EDMONDS, Moderator & Speaker Chief Compliance Officer LIMRA, LOMA, LL Global
Uncharted seas lie ahead when it comes to the DOL Fiduciary Rule. Carriers, broker-dealers, and investment advisors utilizing PTE 2020-02 are dealing with a heavy compliance burden given the deadline of December 20, 2021. And — with a potential rewrite of the Rule on the DOL’s agenda for 2022 — more changes are on the horizon. In this session, experts and industry leaders will share their thoughts on what to expect in 2022, and areas for companies to consider as they proactively respond to the coming compliance storm.
ROB CROTHERS Managing Director, Head of Product, BlackRock Retirement Group BlackRock
JENNY GLOWACKI Head of In-Plan Retirement Income AIG
SRI REDDY Senior Vice President, Retirement and Income Solutions Principal Financial
MATTHEW DRINKWATER, Moderator Corporate Vice President Secure Retirement Institute, LIMRA
The $2 trillion-a-year retirement income market opportunity is enormous, with opportunities for retail and workplace-based income products and services. Yet income-focused annuity product sales have been declining, and in-plan solutions have seen limited success. Can the industry turn around this trend? At this session, industry leaders will share their perspectives on the strategic considerations for companies that are setting the course for the future of retirement income.
NATHALIA BELLIZIA Managing Director and Partner BCG
WILLIAM GAUMOND Chief Financial Officer Allianz Life
JAMES WEAKLEY Senior Vice President and President, Emerging Markets International Insurance Prudential Financial
NORMA ALICIA ROSAS General Director AMIS
ALISON SALKA,Moderator Senior Vice President and Director, LIMRA Member Benefits and Research LIMRA
What is keeping you and your peers awake at night? LIMRA and Boston Consulting Group surveyed hundreds of C-suite and executive-level leaders around the globe to find out. Come hear what the industry collectively has said. Validate, strengthen, and enlighten your strategies.
MARK LARAMEE Vice President, Business Development Manager Swiss Re
MANISH BHATT Chief Executive Officer Plum Life
HOLLY SNYDER President Nationwide Life
JOHN CARROLL, Moderator CVP Member Relations & Sales LIMRA
The traditional insurance distribution model is under pressure from both external and internal forces. Non-traditional competitors, expense pressures, and advances in technology contribute to the strain. Digital adoption and advances in underwriting – changes that have long been on the horizon – accelerated during the pandemic, and are helping us to reach underserved communities. At the same time, sales teams are grappling with engaging clients in the “new normal” and striving to make sense of the rapidly changing landscape. Those that keep up with the pace of this transformation and take advantage of the opportunities presented are likely to be the winners. With this as a backdrop, we will examine the drivers of these changes, and what they will mean for your business in the near future.
CHRIS BEHLING Head of Risk Selection Strategy Northwestern Mutual
TIM HESLIN, FSA, MAAA President of AIG Life US AIG
MARY BAHNA-NOLAN, FSA, MAAA Senior Vice President, Head of Product Innovation and Strategy Pacific Life
MAUREEN SHAUGHNESSY, FSA, MAAA, Moderator Research Actuary LIMRA
The COVID-19 pandemic accelerated the pace and scale of many innovations, including life insurance underwriting and risk selection. This innovation in underwriting, including accessing clinical medical data in new ways, using non-traditional data sources, and accelerating the pace of underwriting decisions through predictive models, may help our industry close the protection gap, but also comes with a multitude of questions and misunderstandings.
Will this new selection paradigm protect your company’s balance sheet? How can we ensure our predictive models do not cause harm from a societal perspective? Our panel of experts will candidly discuss these questions and others so we can help start clearing the confusion as we move forward in to the future of underwriting.
RONALD ADAMS Vice President, Field Diversity & Inclusion Northwestern Mutual
MARCIA DUKES Diversity Practitioner, US Businesses Prudential
LORIE VALLE-YANEZ Head of MassMutual D&I MassMutual
MARY JANE FORTIN, Moderator Chief Commercial Officer Thrivent
Investments in diversity, equity and inclusion are on the rise. The events of 2020 created even greater interest in measuring results, breakthrough progress, and drafting scenarios of what the "next normal" may look like. Leaders responsible to drive and measure DEI results will discuss the opportunities and challenges that accompany breakthrough results, and how these are evolving as awareness and commitment increases. Join the conversation to hear more about employee engagement, recruiting and retention, and how fully remote and hybrid workforces impact DEI work.
A dedicated patriot, intellectual, and strategist, former Secretary of Defense and retired Marine General James Mattis exemplifies principled leadership in times of turbulence. Renowned for his diligent study of war, and his dogged efforts on the battlefield, he is described as a principled commander who isn't afraid to tell it like it is. General Mattis served as the 26th Secretary of Defense of the United States for nearly two years before resigning with distinction. A lifelong Marine, he capped off his military career as head of the U.S. Central Command, where he was in charge of all American forces serving in the Middle East and oversaw operations in Iraq and Afghanistan, as well as parts of Syria, Iran, and Yemen. General Mattis offers insightful lessons in leadership, urging leaders to demand and model excellence, with a deep focus on the art of empowering individuals.
Robin Roberts is co-anchor of ABC’s “Good Morning America.” Under her leadership, the broadcast has won numerous Emmy Awards for Outstanding Morning Program and the 2017 People’s Choice Award for Favorite Daytime TV Hosting Team. Roberts has been honored with the Walter Cronkite Award for Excellence in Journalism, was inducted into the Broadcasting & Cable Hall of Fame as well as the Sports Broadcasting Hall of Fame. She was voted the “Most Trusted Person on Television” by a Reader’s Digest poll in 2013. Roberts was diagnosed with breast cancer in June 2007, and five years later, she was diagnosed with MDS. Roberts underwent a bone marrow transplant. Her story triggered an outpouring of support from across the nation and raised awareness about the need for more donors. Since her diagnosis, the bone marrow registry has seen a tremendous increase. Roberts is the author of From the Heart: 7 Rules to Live By and her memoir, Everybody’s Got Something, in which she tells the story of her battle against a life-threatening illness, learning life’s hardest lessons, and her inspiring return to the GMA anchor desk.
Generational Researcher, Best-Selling Author of Zconomy, and President of The Center for Generational Kinetics
Jason Dorsey is a pioneering Gen Z, Millennial, and generations speaker and researcher. He is on a mission to separate generational myth from truth through data to solve strategic challenges for leaders. Jason has appeared as a generational expert on more than 200 TV shows such as 60 Minutes, 20/20, CNN, CNBC, The Early Show, The Today Show, along with, hundreds more media interviews, including a New York, Times cover story. Adweek calls him a “research guru.” Jason is President of The Center for Generational Kinetics (CGK), the leading generational research, strategy, and consulting firm. CGK works with more than 100 clients annually to solve tough generational challenges — in areas from sales and marketing to recruiting and innovation. Jason’s latest bestselling book is Zconomy: How Gen Z Will Change the Future of Business — and What to Do About It. This breakthrough book was a #1 New Release on Amazon. Forbes listed it as a Top 10 Business Book of 2020.
Team Captain of the First American Women’s Everest Expedition and Author of the New York Times Best Seller; On the Edge: The Art of High-Impact Leadership
Alison Levine knows what it’s like to survive (and thrive) in the world’s toughest environments. She served as team captain of the first American Women's Everest Expedition, scaled the “Seven Summits,” and skied to the North and South Poles — making history along the way. In addition to climbing mountains, she also spent time climbing the corporate ladder in sales, in marketing, and then on Wall Street. In her New York Times bestseller, On the Edge: Leadership Lessons from Everest and Other Extreme Environments, Alison asserts that the principles that apply to the world of extreme adventure also apply to demanding business environments. A former adjunct professor at West Point, Alison understands what it takes to lead teams through challenging situations.
Michael Rogers is a best-selling author, technology pioneer and futurist, who most recently served as futurist-in-residence for The New York Times. He has worked with companies ranging from FedEx, Boeing and NBC Universal to Microsoft, Pfizer and Siemens, focusing on how companies can think about the future in useful ways. He speaks to audiences worldwide and is a regular guest on radio and television. Rogers began his career as a writer for Rolling Stone magazine. He co-founded Outside magazine and then launched Newsweek’s technology column, winning numerous journalism awards. For ten years he was vice president of The Washington Post Company’s new media division, leading both the newspaper and Newsweek into the new century and earning patents for multimedia technology. He is also a best-selling novelist whose books have been published worldwide, chosen for the Book-of-the-Month club and optioned for film. Rogers studied physics and creative writing at Stanford University, with additional studies in finance and management at the Stanford Business School Executive Program. He lives in New York City and is currently working on book and television projects.
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.
Neal leads Deloitte’s Global Insurance practice and the Global Financial Services Industry Consulting practice. He has 20 years of experience advising financial services and insurance company clients on corporate and competitive strategies across industry segments, including life insurance, wealth management and premium financial services, investment and funds management, superannuation and pensions, and retail banking. Neal has had advisory and consulting roles in the US, Australia, New Zealand, UK and across Asia.
Kweilin Ellingrud is a Senior Partner and leads McKinsey’s Life Insurance and Annuities practice in North America. Since joining McKinsey 22 years ago, Kweilin has led multiple global insurance transformations, integrating both operations and strategy to empower employees, better deliver for customers, and improve efficiency and effectiveness. She was selected as a member of the McKinsey Global Institute Council, where she has led numerous research efforts including on the Future of Work post COVID-19, the impact of COVID-19 on jobs, and gender equality. Kweilin has an MBA from Harvard Business School and a B.A. in Economics and Political Science, magna cum laude, from Harvard University.