Individuals who lead external wholesaling and/or internal wholesaling teams in North America. All participants must supervise an entire sales desk or lead an external wholesaling team to qualify.
Highlights
This uniquely designed event, created by wholesaler leaders, connects participants with actionable solutions and peers. The highly interactive format blends open discussions, dynamic presentations, and foremost networking opportunities to exchange ideas, meet new people, connect with peers and more. Attending this event will help you lead your wholesaling teams in perfect rhythm and harmony.
Watch this site for more details as we get closer to the event.
Community Engagement Opportunity to Help St. Jude Children's Hospital
Community Engagement: This year's Wholesaler Leadership Summit will be providing an opportunity to leave a lasting impact through donations to St. Jude Children's Hospital. More Information
1:00 p.m. - 2:15 p.m.: The AI Revolution and Its Impact on Wholesaling
Manish Dhyani
Partner, Technology Consulting — AI & Data, EY
Manish Dhyani is a Partner in the Technology Consulting Services practice. He has over 16 years of experience in the IT services and financial industries with a focus on data management, analytics, and process improvement functions. He leads delivery of data, analytics, and associated technology services for life, annuities, and retirement companies.
Additionally, Manish has been supporting organizations as they implement alternate delivery models and reduce capital/operational costs by evaluation of global delivery/captive locations, assessing distribution of functional and technical capabilities, and identifying enterprise initiatives aimed at optimizing service delivery.
1:00 p.m. - 2:15 p.m.: The AI Revolution and Its Impact on Wholesaling
Ammon Dixon
Managing Director, Financial Services Office, EY
Ammon Dixon has 26 years of multi-disciplinary experience and has spent the last 16 of those focused on the innovation side of the life and health industry. Before EY, he spent time running data and analytics for multiple divisions of Quest Diagnostics, and leading R&D and strategic initiatives for two global reinsurers across multiple products combining actuarial, data science, underwriting, and technology.
10:00 a.m. - 10:30 a.m.: Keeping Wholesalers on Track
Dave Lacusky
Managing Director, Head of Distribution Strategy and Operations Individual Markets, Global Atlantic Financial Group
Dave Lacusky is responsible for leading all distribution efforts surrounding Global Atlantic’s Individual Markets’ organization, annuity, and alternative strategies offered through broker dealers and independent distribution. His organization includes three teams, and he works closely with Global Atlantic wholesalers to assist in their representation of a broad spectrum of products.
Dave has more than 20 years of experience in the financial services industry. Prior to his current position, he held various roles within financial services, including wholesaling, relationship management, and sales leadership.
10:00 a.m. - 10:30 a.m.: Keeping Wholesalers on Track
Ron Rovner
Assistant Vice President, Member Relations & Sales, LIMRA and LOMA (Moderator)
With more than 35 years of experience as a sales executive in the insurance industry, Ron Rovner has demonstrated a record of building and coaching top-tier teams to propel growth and expand market share. He is currently responsible for leading LIMRA and LOMA’s team of member relations directors who provide support and service to the association’s U.S. and Canadian members.
Prior to joining LIMRA and LOMA in 2021, Ron worked with leading insurance sales agencies and carriers as a top-performing agent, regional leader, and sales and distribution executive.
Ron is an inspiring leader who fosters culture of inclusion, transforms corporate structures to optimize sales impact and promotes collaboration to achieve collective targets.
10:00 a.m. - 10:30 a.m.: Keeping Wholesalers on Track
Adam Thomas
Vice President, Salesvue
Adam Thomas graduated from Purdue University in 2007, began his career selling office equipment, and then spent several years at Bloomberg working in legal services.
Later, he discovered his passion for the insurance and financial services industry. Thomas now works closely with numerous insurance companies and their wholesaling organizations to help them best leverage sales technologies to improve their sales processes.
As someone who always focuses on the win for his clients, Thomas believes that better data leads to better decisions.
1:00 p.m. - 2:15 p.m.: The AI Revolution and Its Impact on Wholesaling
Nimra Varghese
Insurance Regulatory Compliance Leader, EY
Nimna Varghese is a Managing Director with over 20 years of global consulting experience serving the financial services industry, including life carriers and retirement service providers. She leads EY’s Artificial Intelligence (AI) risk governance efforts for insurance companies and co-leads EY’s Reframing Retirement Campaign.
Varghese is focused on assisting clients’ transformation in response to regulatory compliance matters across non-financial risk topics. She has led investigations, audits, regulatory, and forensic engagements for various clients, both in the United States and around the world. She focuses on transforming Regulatory Compliance functions enabled by data analytics, and automation.
Senior Vice President & Head of National Internal Sales, Brighthouse Financial
Jeff Bragg
Director of Annuity & Life Internal Sales, Brighthouse Financial
Christine Zivica
ISO Recruiting/Talent Manager, Brighthouse Financial
As leaders of wholesalers, it’s more than just being a manager, it’s being a caretaker of your wholesalers’ careers. Learn how one company has developed real strategies and experienced real results in creating an environment of belonginess, inspiration and knowledge transfer for all their associates. Our speakers will share how they are using a flexible, hybrid work model to their advantage for recruiting, training, and development of new talent.
There’s a “whole lotta shaking going on” in wholesaling — recruiting, retention, training, development, team building, just to name a few. In this session, you’ll discuss and share with your peers the day-to-day challenges of management. It’s now or never to get your teams in sync as a high-performing ensemble.
Improvised, not choreographed is the theme of this session. Use this time to talk with your tablemates about what is foremost in your mind. Whatever it may be — interest rates, regulation, AI, culture — let the flow of the conversation be your guide.
Together we will support St. Jude Children’s Research Hospital by making bookmarks for the children’s books graciously donated by attendees. The Peabody Memphis is generously donating drinks and refreshments to fuel and amplify our imagination and artistic talent while we have some fun and make a difference to a child.
Creating competitive compensation plans, implementing incentive and reward programs, and conducting performance evaluations can be challenging and stressful. In this session, the topic is all things compensation related. Share with your peers what’s working and what’s not so you can jazz up your team’s packages with new ideas.
Managing Director, Head of Distribution Strategy and Operations Individual Markets, Global Atlantic Financial Group
Adam Thomas
Vice President, Salesvue
Ron Rovner
Assistant Vice President, Member Relations & Sales, LIMRA and LOMA (Moderator)
Having the right instruments to keep your wholesalers on track is essential to a rock-star wholesaling team. Join our fireside chat as we discuss the pain points of the sales process and how to overcome them.
The right tools are instrumental in enabling your teams to work together the best they can. But with so many tools to choose from, it can be overwhelming for wholesaler leaders. In this session you will discuss everything related to the sales enablement process — from beginning to end.
AI is reshaping wholesaling as we know it. It has never been more important to understand AI and how it can have an exponential effect on your wholesaling organizations. In this interactive session, EY will teach us about the:
Evolution of AI and differences between AI and GenAI
Application of AI/GenAI solutions to wholesalers with a focus on efficiency, innovation, and ROI
Future of AI and its implications for legal, risk, and compliance
Our presenters will also answer all your AI questions so please come prepared with a question or two.
In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA 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. Cancellations received before April 5, 2024, will be refunded, less a $75 processing fee. Cancellations received from April 5, 2024 to April 19, 2024 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 19, 2024.
Identify yourself as part of the LIMRA Wholesaler Leadership Summit and make your reservation by April 8, 2024 to receive the special group rate of $255.00 single/double plus any applicable taxes and hotel fees (currently $6.95 per night).
Reservation requests received afterApril 8, 2024 will be accepted on room availability.
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.
