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2022 Distribution Conference for Financial Services

The Shape of Things to Come

3/1/2022 - 3/3/2022
InterContinental Miami, Miami, FL

Overview

Who Attends

Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels ― agency building, brokerage, independent, multi-line, and direct-to-consumer.

Highlights

Do you recognize the forces shaping insurance distribution?

Our traditional understanding of individual channels is changing, and hybrid, which really means “all of the above,” is the way forward. If our industry is to remain relevant, we need to combine a digital playbook with our decades of experience delivering financial security.

And what will recruitment look like after COVID? The pandemic has transformed recruiting. Permanently. There is more automation and reinvention in the recruiting processes ― particularly when it comes to interviews, assessments and candidate experience.

Another force to consider ― DE&I. As an industry, how do we develop a unified definition and understanding of diversity, belonging, and inclusion and a consensus on what meaningful action looks like?

And, just as COVID has forced insurers to adopt remote and digital ways of working, so it is undoubtedly set to drive a wider acceleration of technology adoption across the industry.

So what is the right strategy? If companies believe their roadmaps are directionally correct, it’s time to invest in the future ― in the digital capabilities, talent and other strategic resources needed for long-term success. Companies that invest now in their capabilities and strengthen the bond with their customers have the potential to emerge from the crisis ahead of their competitors.

This year’s conference will address how you can manage the transition in our industry and better prepare for the shape of things to come. Don’t miss this premier event for distribution professionals.

Speakers

Michele M. Frey
Chief Marketing Officer, Individual Life Insurance, Prudential
  • Wednesday, March 2, 2022

    8:15 am - 9:00 am: GENERAL SESSION

Michele M. Frey

Chief Marketing Officer, Individual Life Insurance, Prudential

Michele Frey leads the Marketing area for Prudential’s Individual Life Insurance Group. In this role, she has responsibility for developing and deploying omnichannel marketing strategies that inspire advisors and consumers to consider Prudential as their provider of choice. Her team leverages marketing technology and insights to deliver compelling, engaging campaigns that address specific needs and delight target customers. As a leader, Michele has a passion for nurturing talent. In April 2019, she was acknowledged by her peers in the Women Unlimited LEAD program for giving feedback and challenging others in the program to grow in their own leadership journeys. With more than 18 years’ experience at Prudential, Michele has worked in their Retirement, Individual Life Insurance and Annuities divisions. Her responsibilities have spanned a variety of leadership roles in Business Strategy, Marketing, Market Research and Client Relationship Management.

Peter Bregman
Chief Executive Officer , Bregman Partners
  • Wednesday, March 2, 2022

    9:00 am - 10:00 am: GENERAL SESSION

Peter Bregman

Chief Executive Officer , Bregman Partners

Recognized as the #1 executive coach in the world by Leading Global Coaches, Peter Bregman coaches CEOs and senior leaders in many of the world’s premier organizations. Having started his career teaching leadership on wilderness and mountaineering expeditions, Peter is CEO of Bregman Partners, an executive coaching company that helps helps successful people become better leaders, create more effective teams, and inspire collective action on their organization’s most important work. Peter is ranked as a Top 30 thought leader by Thinkers 50 Radar and selected as one of the Top 8 thought leaders in leadership. He is the award-winning, bestselling author and contributor of 21 books, including most recently, You CAN Change Other People, and a regular contributor to the Harvard Business Review and host of the widely acclaimed Bregman Leadership Podcast.

Steve Welker
Founder of Radical Resiliency
  • Wednesday, March 2, 2022

    4:00 pm - 5:00 pm: GENERAL SESSION

Steve Welker

Founder of Radical Resiliency

Steve Welker started a career in property and casualty insurance in 1977. He was soon after involved in a freak automobile accident where he lost his vision and the trajectory of his life completely changed. As Steve’s recovery progressed, he decided to try continuing his insurance career. His employer was supportive and Steve’s career blossomed once again. Soon, prompted by his parents’ lifelong entrepreneurial examples, he found himself opening his own independent insurance agency, which he ran until 2004, selling it in order to give himself more time to devote to his new interests — motivational speaking, resiliency training, and writing. In the years since he lost his sight, Steve has become active at the Arizona Center for the Blind and Visually Impaired (ACBVI). He serves on the agency’s Board of Directors and is the author of various motivational books focused on the power of resiliency.

Tony Byers
Former Director, Global Diversity & Inclusion, Starbucks
  • Thursday, March 3, 2022

    9:30 am - 10:30 am: GENERAL SESSION

Tony Byers

Former Director, Global Diversity & Inclusion, Starbucks

Boldly challenging the status quo and decades of diversity and inclusion practices, Dr. Tony Byers is transforming D&I from “the right thing to do” to the business imperative of our time. Learn from the success stories of companies that have evolved beyond “doing diversity well” to leveraging inclusion as a powerful business advantage. These inclusive cultures are increasing employee creativity and productivity, developing new products and product categories, and far outpacing their peers in innovation, marketplace growth, and business performance. Dr. Byers shows you how to build an inclusive culture through a breakthrough behavioral approach that overcomes biases and creates buy-in. You’ll also learn how to set in motion a multiplier effect of inclusion that more than doubles employee productivity while positively impacting every aspect of your organization.

The author of The Multiplier Effect of Inclusion: How Diversity & Inclusion Advances Innovation and Drives Growth, Dr. Byers is best known for leading and revitalizing Starbucks’ highly respected and successful D&I function and programming. As Global Director of Diversity and Inclusion, Dr. Byers developed and lead the company’s strategic direction to drive engagement, innovation, and business growth. Prior to Starbucks, his impressive track record in large matrix multinational organizations included Cargill and H.J. Heinz.

Ugur Hamaloglu
Principal, EY Financial Services Consulting
  • Thursday, March 3, 2022

    10:40 am - 11:30 am: GENERAL SESSION

Ugur Hamaloglu

Principal, EY Financial Services Consulting

Ugur Hamaloglu is the Financial Services Technology Solution Delivery leader for EY. He is responsible for the day-to-day oversight and setting the strategic direction of a global tech workforce. Under his leadership, EY ran technology led business transformations at wirehouses, retail brokerages, asset managers and insurance firms focused on digitization of distribution solutions. He has more than 20 years of experience in the financial services industry. Before his current role, he was responsible for the EY’s advisory platforms. During the first four years of his career he worked as a financial advisor and an individual tax specialist for high net worth clients. Ugur, born in Turkey, graduated from Istanbul Technical University with a Mechanical Engineering degree. He then received his MBA in Finance from Fairleigh Dickinson University. He later became an Adjunct Professor at Fairleigh Dickinson University where he taught corporate finance classes.

Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA, LOMA and LL Global
  • Thursday, March 3, 2022

    10:40 am - 11:30 am: GENERAL SESSION

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA, LOMA and LL Global

Alison Salka joined LL Global in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Agenda

Registration

Registration Fee:
Member: 350
Nonmember: $495

Pay by credit card.

Cancellation Policy

There are no refunds for digital content.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Associate Sponsors

Exhibitors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com

Nicole Chiarodo

Sponsor & Exhibitor Sales Associate

LIMRA

Nchiarodo@limra.com