2023 LIMRA Annual Conference

Overview

2023 Annual Conference Timeline.pdf

Who Attends

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives.

For streaming and post conference content on-demand, click here for information on LIMRA’s Virtual Package.

Highlights

We are experiencing significant change across our industry’s landscape, but today’s leaders have the power to forge the future. Forging the future involves actively shaping the world by taking deliberate actions that align with our vision and values. It means anticipating challenges and opportunities, and preparing ourselves to tackle them with creativity and resilience. Today’s leaders must identify and shape the elements in our business that will lead to success. What are these elements of change?

Several macroeconomic trends have been causing industry players to rethink their operating models. These include the challenges brought by inflation, the looming threat of a recession and the cost of living crisis, the rise in interest rates, and the resulting fluctuation in the equity markets. Leaders who continuously evaluate their business operations will ensure value creation and long-term success.

The geopolitical environment cannot be ignored, as it will influence our strategies. Russia’s invasion of Ukraine and its impact on energy prices, global fragmentation and the erosion of social cohesion, supply chain shocks, and changing climate agreements provide the troublesome backdrop of our current environment. Although, we can’t predict what the disruptive events will be, we can create organizations that can not only survive these events, but also thrive.

Technology trends may be the most transformational force of our time. Every aspect of our industry’s ecosystem is under pressure, whether it be pre and post sale processes, employee benefit enrollment, or customer acquisition. Traditional insurers are not sitting idly by. Instead, they are innovating and trying new things so they can compete with tech upstarts. In the near future, the fully tech-enabled insurer will bear little resemblance to today’s organization.

Difficulties recruiting and retaining talent have reached an all-time high. Perhaps the most critical aspect of our talent challenge is distribution and attracting new producers. We must do a better job of communicating our industry’s value and purpose, which are powerful motivators for younger prospects.

These and other issues will be addressed at LIMRA’s 2023 Annual Conference. Our program features thought leaders and forward-thinking executives. We will discuss key strategies in these areas of opportunities that will influence the future of our industry and the markets we serve, including: distribution, data and technology, talent imperatives, and other strategic issues within insurance, annuities, and worksite benefits.

Speakers

Michelle Caruso-Cabrera

CNBC Contributor; CNBC Chief International Correspondent (2010–2018); CNBC Anchor/Reporter (1998–2018)

Michelle Caruso-Cabrera

CNBC Contributor; CNBC Chief International Correspondent (2010–2018); CNBC Anchor/Reporter (1998–2018)

Michelle Caruso-Cabrera is a CNBC contributor and was the first Latina anchor at CNBC. She appears on the network to discuss issues in international finance, with a particular focus on China and its impact on the US economy. Also an experienced board member and former political candidate, she has particularly good insight into the intersection of finance, politics, and policy, where she can dissect major world events and translate the impact on global markets.

Previously, Caruso-Cabrera spent more than 20 years at CNBC, most recently as chief international correspondent, and co-anchor of “Power Lunch.” Throughout her career, Caruso-Cabrera has covered a wide range of stories including the 2008 financial crisis, U.S. elections, the Greek debt crisis, the Brexit vote, and Russia’s first invasion of Ukraine in 2014. She has traveled the world reporting live from Cuba, Iran, Ukraine, Iraq, Italy, Russia, Venezuela and Latin America, among many others. She provides audiences with an instant and deep analysis of the interplay between global markets, world affairs, domestic politics, and how companies can best prepare themselves.

She joined CNBC from WTSP-TV in St. Petersburg, Fla., where she spent four years as a general assignment reporter. Prior to that, Caruso-Cabrera was a special projects producer for Univision where she gained experience covering Latin America.

She has been published in The Washington Post, The Wall Street Journal, and The New York Times. Previously, Caruso-Cabrera wrote a personal finance column for Shape en Español and People en Español. She has also been awarded Broadcaster of the Year from the National Association of Hispanic Journalists and was named one of the “100 Most Influential Hispanics” in the country by Hispanic Business magazine.

Ron Insana

CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist; Bestselling Author

Ron Insana

CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist; Bestselling Author

Ron Insana covers the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country.

Insana is the co-founder and CEO of Contrast Capital Partners, an investment solutions firm that caters to the needs of the investment advisor community and CEO of The Insana Entertainment Group, a film and TV production company.

For over three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991.

Insana is well-known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others: captains of industry from Bill Gates to the late Jack Welch and Steve Jobs, top economists, analysts and global heads of state, from former Soviet leader Mikhail Gorbachev to Jordanian Queen Rania.

Insana was named one of the “Top 100 Business News Journalists of the 20^th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.

He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues. Insana graduated with honors from California State University at Northridge.

General David H. Patraeus

Director, CIA (2011-2012); Commander of U.S. and International Security Assistance Forces-Afghanistan (2010-2011); Partner, KKR

General David H. Patraeus

Director, CIA (2011-2012); Commander of U.S. and International Security Assistance Forces-Afghanistan (2010-2011); Partner, KKR

One of the most effective military leaders in recent U.S. history, General David H. Petraeus — a highly decorated four-star general, whose distinguished military career spanned over 37 years and culminated in six straight commands (five of which were in combat) — addresses the most significant global challenges facing us today, including ongoing international security issues, macroeconomic trends and the tasks of strategic leadership in the 21st century.

Widely credited for changing the course of two wars — by dramatically reducing the violence in Iraq when he led the so-called “Surge” and by halting the Taliban’s momentum in Afghanistan when he led the operation there — Petraeus was also instrumental in reshaping American military doctrine and then in implementing it when he led the conduct of comprehensive civil-military counterinsurgency campaigns. Serving in multiple campaigns — including nearly seven years deployed following 9-11 — Petraeus has been described as one of the “great battle captains of American history.” His command during many years in combat has resulted in comparisons to Ulysses S. Grant, John J. Pershing, George C. Marshall and Dwight D. Eisenhower.

Following his military service, Petraeus led the CIA, where he oversaw significant achievements in America’s global counterterrorism campaign, pursued a substantial initiative to increase worldwide intelligence coverage, guided the development of a strategic plan for the agency and oversaw the establishment of a new Economic Security Center. Petraeus has received numerous prestigious U.S. military, State Department, NATO and United Nations awards, including four Defense Distinguished Service Medals, three Army Distinguished Service Medals, the Secretary of State Distinguished Service Medal, the Bronze Star Medal for Valor, the NATO Meritorious Service Medal and the Combat Action Badge. Additionally, he has been decorated by 13 foreign countries. Petraeus is a Partner at KKR (a global private equity firm), and currently serves as chairman of the Global Institute of KKR and a Judge Widney Professor at the University of Southern California.

Registration

Early Registration Fee (before September 10):
Member: $1,550
Nonmember: $2,750

Standard Registration Fee (after September 10):
Member: $1,750
Nonmember: $2,950

LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.

Group Registration Discount for In Person Event:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy:

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 customer.service@limra.com

Attendee Cancellation Policy:

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before September 29, 2023 will be refunded, less a $75 processing fee. Cancellations received from September 29, 2023 to October 13, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 13, 2023.

Register

2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

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 any protocol signage displayed.
Self-monitor and report any symptoms to meeting organizers immediately.
If you are having symptoms and need to seek medical attention, there will be a list of service options available.
If you test POSITIVE for COVID:

Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

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

Hotel / Venue

Gaylord National Resort & Convention Center

201 Waterfront Street
National Harbor, MD, USA, 20745

Hotel Reservations

1-877-382-7299 (mention the LIMRA Annual Conference)

Make your reservations by September 27, 2023 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Annual Conference in order to receive the group rate of $299.00 single/double (plus applicable sales taxes). Requests after September 27, 2023 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

Please contact our Event Planner, Amanda Cristina, if you need assistance with reservations.

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 not call you unless you contact them first.