Individuals from LIMRA and LOMA member companies who lead external, hybrid, and/ or internal wholesaler teams. Team leads are not eligible; you must supervise an entire sales desk team to qualify. Seating is limited.
Highlights
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 plenty of 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.
Ray Adamson brings more than three decades of insurance and financial services experience to his work with a focus on expanding partnerships and advancing digital solutions in the Canadian market. He has led high‑performing teams across sales, marketing, and strategic development, and is known for his expertise in digital distribution and customer relationship management. Ray also mentors emerging InsurTech and FinTech firms, helping next‑generation innovators gain traction and grow.
Tobin Bennion works with large asset and wealth management enterprises to implement safe and practical industry-focused AI. Jump AI’s meeting assistant automates meeting preparation, note-taking, and follow-up, cutting administrative work by up to 90% while enhancing the client experience. Tobin previously worked in sales and business development at Snowflake, a leading big data platform, and in strategic finance at Medallia, a customer experience management platform.
In his role, Björn works with industry leaders to modernize distribution models and translate digital capabilities into real-world production gains. A seasoned annuity distribution executive and deep experience in carrier and distributor partnerships, he focuses on accelerating revenue growth by leveraging sales enablement tools to make smarter, data-driven decisions. Björn is passionate about advancing the annuity industry through stronger partnerships, thoughtful strategy, and technology that improves performance at scale.
In her role at Ensight, Cathy Jo Borgman brings modern digital solutions to an industry ready for change. She draws on decades of experience across insurance distribution, sales enablement, and transformation initiatives. Cathy Jo is passionate about driving adoption, empowering advisors, and accelerating growth through intuitive, story‑driven technology.
In her role at Prudential, Christina Cuffari leads programs and technology training that support the sales organization, financial professionals, and broker‑dealers, helping them effectively use Prudential’s planning tools and platforms to better serve clients.
She began her career as a financial professional in southern New Jersey and later worked as an internal sales consultant across multiple channels. Christina earned her business administration degree from The College of Saint Rose, where she was part of the 2011 NCAA National Championship women’s soccer team and received multiple All‑American honors.
Vice President, Head of Member Relations & Sales, LIMRA and LOMA
With more than 30 years of industry sales and distribution leadership experience, Bill leads a broad portfolio of teams dedicated to strengthening LIMRA and LOMA member engagement and industry impact. He began his career as an internal wholesaler before advancing to external wholesaler roles, later taking on sales management positions with Merrill Lynch where he oversaw distribution across annuities, separately managed accounts, 401(k)s, and IRAs.
Prior to joining LIMRA and LOMA, Bill was Senior Vice President and Head of Distribution for MoneyGuard Solutions at Lincoln Financial Distributors, where he led the enterprise distribution strategy and national sales organization.
Christina Cuffari, Vice President, Advanced Planning & Sales Technology, Prudential
Raymond Adamson, Vice President, Zinnia
Together, we will fully dive into how AI is shaping the way wholesaler leaders and financial professionals work today. Whether you’re just testing the waters or ready to explore deeper, we’ll surface practical, real‑world ways AI is being used to save time, support leadership decision-making, enhance client engagement, and streamline work.
Through real examples, live demonstrations, and interactive conversation, you’ll learn how others are putting AI into motion, gain perspective on responsible use, and chart a course for using AI as a powerful current that supports human judgment — not replaces it — before taking new ideas back to your teams.
Continue the conversation around AI and other technology platforms shaping the sales and distribution landscape in a candid peer-to-peer setting. You’ll discuss which tools are making waves today and where challenges remain, as technology tides ebb and flow. Come ready to share perspectives, compare notes, and gain clarity on what’s ahead.
Björn Borg, Vice President of Sales, Annuities, Ensight Cathy Jo Borgman, Head of Adoption and Platform Growth, Ensight
As wholesaling models evolve, expectations for productivity, financial professional engagement, and sales impact continue to rise. In this forward-looking discussion, a panel of wholesaling leaders will explore what the next‑generation wholesaling model requires — and how to modernize to meet it.
We’ll cover:
Modernizing the illustration experience into a scalable, financial professional‑friendly point‑of‑sale process.
Evolving internal wholesaling to drive broader coverage and higher efficiency.
Closing critical data and analytics gaps that slow the pipeline and impact financial professional and customer experiences.
You will gain a clear view of the future of wholesaling model — along with practical strategies to prepare your teams, technology, and data for what’s ahead.
With changing expectations, evolving roles, competitive pressures, and more, talent management is rarely calm waters. In this interactive session, connect with peers to share real-world approaches to building strong teams, balancing diverse expectations, and thoughtfully aligning performance and rewards. You’ll come away with ideas to help your teams stay engaged, valued, and moving forward — no matter how the tides shift.
Step beyond the surface and into a deeper conversation about the leadership forces shaping your day‑to‑day. This open‑water session has no set agenda — you’ll bring forward the topics that matter most to you, from challenges you’re navigating to ideas ready for exploration.
Through engaging conversation and shared experiences, you’ll gain fresh perspectives that elevate your leadership impact, energize your approach, strengthen connections, and help you chart a confident course for what comes next.
We will reunite in a facilitated conversation to share key takeaways and engage with each other on the questions, insights, and ideas that rose to the surface during the breakout discussions.
Extraordinary beluga whales and their friends set the scene in the underwater, captivating world of Wild Arctic for a one-of-a-kind evening. Enjoy delicious food, relaxed conversation, and warm connections in a setting that’s anything but ordinary — a truly memorable experience. A refreshing change of pace — casual dress encouraged.
Tobin Bennion, Senior Vice President, Sales, Jump AI
Discover how AI is transforming conversations — and what that means for your wholesalers, their territories, relationships, and results. In this session, you’ll learn how conversational intelligence surfaces real‑time trends, client sentiment shifts, and product cues that wholesalers can use to show up smarter, tailor messaging, and accelerate growth. Walk away with practical ways to turn financial professional meetings into actionable opportunities.
Dive into a collaborative, innovative session where everything you’ve learned so far becomes the springboard for imagining what wholesaling could look like ten years from now. Each table will explore the future from a different perspective, all designed to help you stretch your thinking and discover new possibilities.
Your mission: with curiosity and creativity, venture into unchartered waters, reveal fresh insights, and shape future-friendly ideas that make waves. Bring your imagination and leave your comfort zone on shore.
Teams will share their most compelling future‑focused ideas and insights that surfaced during their discussions. This rapid readout helps reveal the themes and opportunities shaping our collective view of the future.
Bill Nash, Vice President, Head of Member Relations, LIMRA and LOMA Chris Callahan, Member Relations Director, LIMRA and LOMA
Bill has lived every chapter of wholesaling — from the day-to-day hustle to leading teams at scale across diverse distribution channels and products. In this fireside chat, he’ll share lessons from each role, how wholesaling has evolved, and what these shifts mean for the future. This grounded, real‑world conversation will help leaders think differently about what comes next. Bill’s perspective, shaped by his experience, will motivate, challenge, and equip you with the clarity and confidence to navigate the future of wholesaling.
11:30 a.m.
Adjourn
Registration
Early Registration Fee (April 19):
Member: $799 (Non-Members are not invited)
Standard Registration Fee (after cutoff date):
Member: $899 Group discount for 5+
Hotel / Venue
Renaissance Orlando at SeaWorld
6677 Sea Harbor Drive Orlando, FL, USA, 32821
The Renaissance Hotel Seaworld is now sold out
Please contact A Room With A View for information about the official designated LIMRA overflow hotel(s)
They will secure the lowest available rates at the best available hotels within a short distance to The Renaissance Seaworld Hotel
A Room With A View can be contacted at 1-800-780-4343 & 817-733-8451 (Canada/International)
or by sending a room request to reservations@aroomwithaview.net
(Always include your date of arrival and date of departure)
This is a free service to all LIMRA conference attendees
Should cancellations occur at The Renaissance Seaworld Hotel at the conference rate,
A Room With A View will be contacting you to transfer back.
