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2022 Wholesaler Leadership Summit

Embracing Change and Transformation

5/4/2022 - 5/5/2022
Kansas City Marriott Downtown, Kansas City, MO

Overview

Who Attends

Individuals from LIMRA member companies that lead external wholesalers and/or internal wholesaler teams.

Team leads are not eligible; you must supervise an entire sales desk team to qualify. Seating is limited.

Highlights

Returning to in-person, this one-of-a-kind event is uniquely designed to connect participants with peers and actionable solutions. The highly interactive format blends open discussion and dynamic presentations from thought leaders with plentiful opportunities to network, exchange ideas, meet new people, connect with peers and more.

Watch this site for more details as we get closer to the event.

Registration

Registration Fee: $499

Cancellation Policy

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before April 13, 2022, will be refunded, less a $75 processing fee. Cancellations received from April 13, 2022 to April 27, 2022 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after April 27, 2022.

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.

COVID-19 Health and Safety Protocols - Wholesaler Leadership Summit

Please check this page regularly for health and safety updates.
Updated: [2/28/2022]

The health and safety of our conference attendees remains our top priority as we return to meeting in person. We are making preparations to hold our events in accordance with currently applicable national government and local authority guidance to ensure the highest standards of safety, hygiene, cleanliness, and operational effectiveness for all participants.

This is a shared responsibility, and we ask that you partner with us by following these guidelines and procedures before, during, and after the conference to ensure your safety and the health of our staff, partners, and fellow attendees. By agreeing to attend, you understand and commit to abide by and respect these measures. We are excited to meet in person again, and we thank you for your cooperation. Detailed protocols specific to each conference will be sent to registrants in the final weeks before the meeting.

Our onsite protocols will abide by the CDC and local laws, rules, regulations, or guidance. https://www.cdc.gov/coronavirus/2019-nCoV/index.html

Be sure to check your company’s travel restrictions as well as both your departure and destination state restrictions when planning to attend any event.

Please agree to the following:

Prior to Event

  • PROOF OF FULL VACCINATION AGAINST COVID-19 (AS DEFINED BY THE CDC) OR A NEGATIVE COVID-19 TEST WITHIN 48 HOURS OF ARRIVAL.
  • All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app link which you will receive when you complete your registration.
  • All attendees must follow all state/local regulations and guidelines regarding social distancing, gathering, sanitation, and use of face coverings.
  • If you are aware that you have been exposed to COVID-19 in the past two weeks or if you are experiencing any symptoms, we ask that you DO NOT attend an in-person event.
  • Follow cleaning and safety tips during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with pathway signage.
  • Self-monitor and report any symptoms to meeting organizers immediately.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

The Latest CDC Guidance

CDC has recently updated its travel recommendations for fully vaccinated and unvaccinated travelers.

For the latest guidance, visit the CDC website for guidance on travel within the United States.

How to Prepare for Air Travel

Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.

Hotel / Venue

Kansas City Marriott Downtown

200 W 12th Street
Kansas City, MO, USA, 64105

Hotel Reservations

You may also make your reservations by phone by calling 1-800-228-9290 (mention the 2022 LIMRA Wholesalers Leadership Summit to secure the group room rate). Make your reservations by April 12 to receive the group rate of $184 (standard double room). Requests after April 12 will be accepted based on space availability. Please note that hotel rates will go up after April 12 or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Extend your stay: The group guest room rate will be offered three days prior and three days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Agenda

Speakers

Christina Brady
Chief Operating Officer, Insured Retirement Institute (IRI)
  • Thursday, May 5, 2022

    10:00 am - 11:15 am: GENERAL SESSION

Christina Brady

Chief Operating Officer, Insured Retirement Institute (IRI)

Christina Brady is Chief Operating Officer of the Insured Retirement Institute. With more than 15 years of experience managing membership-driven businesses, she is passionate about bringing strategy to life, delivering outsized value to customers, and building unparalleled workplace culture. At IRI, Christina oversees the organization’s strategy, finance, operations, IT, HR, communications, and research functions. Prior to joining IRI in 2020, Christina served as chief of staff to the CEO and managing director of operations for the Advisory Board Company, a 500-person research organization within Optum and under the banner of UnitedHealth Group (UHG). In this role, she led operations for a business focused on research, market trends, and best practice sharing in the health care industry. An expert in operational outcomes and strategy setting, the organization achieved record profit margins, launched several new product lines, and laid the groundwork for a multiphase strategy pivot under Christina’s leadership.

Steve Meier
Senior Vice President and Executive Program Director, Sequoia System International
  • Wednesday, May 4, 2022

    1:45 pm - 2:45 pm: GENERAL SESSION

Steve Meier

Senior Vice President and Executive Program Director, Sequoia System International

Steve is a 24-year veteran of the financial services industry. Prior to joining Sequoia, he was a Product Manager for Morningstar and Ibbotson Associates. He also lead channel marketing for the Financial Intermediary, Independent and RIA channels at Scudder Investments and has held other sales and management roles at Kemper Funds and DWS. Steve has helped thousands of financial sales professionals reach their next level by teaching them proven systems and process for elevated sales success. His passion for our business stems from his ability to understand the needs of his clients, his unique communication skills and his desire to create memorable client experiences.

Martin K. Powell
Vice President, National Sales – Retail Advisor Experience, CUNA Mutual Group
  • Thursday, May 5, 2022

    10:00 am - 11:15 am: GENERAL SESSION

Martin K. Powell

Vice President, National Sales – Retail Advisor Experience, CUNA Mutual Group

Martin K. Powell is Vice President, National Sales – Retail for CUNA Mutual Group. In this role he is responsible for leading the national retail sales and account management teams supporting independent, credit union and bank broker dealers to deliver industry leading annuity products and solutions to advisors who serve the needs of clients planning for or living in retirement. As a member of the Advisor Experience Team at CUNA Mutual Group, Martin is committed to product sales and customer experience innovation to help ensure that typical Americans today are able to retire with confidence. Powell’s career includes over 27 years of both financial services experience and telecommunications experience in sales management, strategic account management, and new business development.

Joe Ross, ChFC, CLU, CRC
Vice President, Sales Productivity and Business Development, Life Insurance, AIG Life and Retirement
  • Thursday, May 5, 2022

    1:30 pm - 2:30 pm: GENERAL SESSION

Joe Ross, ChFC, CLU, CRC

Vice President, Sales Productivity and Business Development, Life Insurance, AIG Life and Retirement

Joe Ross brings over 40 years of experience, sales aptitude and motivation to develop and deliver knowledge and skills that drive success for agents, financial advisors and wholesalers. With his unique insights and acumen, Joe has been the brainchild behind sales concepts that have driven life insurance and annuity sales for four decades. Receiving his life insurance license in 1978 at age 16, Joe went on to earn a bachelor’s degree in insurance from the University of Iowa where he was awarded the Emmett Vaughn Insurance Scholarship, given to the student deemed by Professor Vaughn most-likely to make significant contributions to the insurance industry. In 2019 Joe received the inaugural ID-20 Award from NAILBA (the National Association of Independent Life Insurance Brokerage Agencies)… an award that recognizes “the most courageous innovators that have made a difference in the life insurance industry.

John Sierawski
President & Owner, Sequoia System International
  • Wednesday, May 4, 2022

    1:45 pm - 2:45 pm: GENERAL SESSION

John Sierawski

President & Owner, Sequoia System International

In his role, John is responsible for strategic sales initiatives, relationship management and the day-to-day operations of the business. He specializes in developing customized solutions to assist firms with their training and growth initiatives. John has spent the majority of his career in various sales roles. Prior to joining Sequoia, John was an Investment Consultant at Calamos Investments. He was also an internal sales professional for MetLife Investors. John completed his MBA from the Kellogg School of Management at Northwestern University and enjoys golf and travel.

Become a Sponsor or Exhibitor

Sponsors

Contact us to learn more:

Laura A. Murach, ACS, LLIF, FLMI

Research Director, Distribution Research

LIMRA

(860) 285-7820

lmurach@limra.com